+5,191.0%
SHOP vs RIOT
+787.4%
+4,403.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.6% |
| 7D | -2.5% | +18.9% | -21.4% | -5.1% |
| 30D | -16.7% | +11.0% | -27.7% | -18.7% |
| 3M | -2.2% | -9.7% | +7.5% | -2.2% |
| 6M | +45.6% | -27.9% | +73.4% | +47.9% |
| YTD | -7.3% | +44.3% | -51.6% | -17.5% |
| 1Y | -6.1% | +13.3% | -19.3% | -13.4% |
| 3Y | +143.3% | +76.4% | +66.9% | +92.1% |
| 5Y | +0.2% | -53.8% | +53.9% | -15.4% |
| 10Y | +3,663.5% | +670.6% | +2,992.9% | +2,177.8% |
| All | +5,191.0% | +787.4% | +4,403.7% | +3,155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RIOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling