+24.9%
SMH vs RIOT
-24.0%
+48.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -4.0% | -7.2% | -10.1% |
| 7D | -20.3% | +7.4% | -27.7% | -22.2% |
| 30D | -29.2% | -22.0% | -7.2% | -24.6% |
| 3M | -21.4% | -31.3% | +9.9% | -14.2% |
| 6M | -14.3% | -27.5% | +13.1% | -8.4% |
| YTD | +24.3% | +16.5% | +7.8% | +14.6% |
| 1Y | +24.9% | -22.2% | +47.1% | +26.9% |
| All | +24.9% | -24.0% | +48.9% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling