+1,817.6%
SMH vs RIOT
+527.0%
+1,290.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +1.2% |
| 7D | +0.3% | -1.5% | +1.8% | +0.4% |
| 30D | -2.8% | +5.7% | -8.4% | -3.6% |
| 3M | -6.7% | -17.9% | +11.2% | -5.3% |
| 6M | +41.8% | +45.0% | -3.2% | +35.3% |
| YTD | +57.9% | +69.5% | -11.6% | +47.4% |
| 1Y | +87.6% | +37.2% | +50.5% | +77.7% |
| 3Y | +282.9% | +111.7% | +171.2% | +228.3% |
| 5Y | +330.4% | -27.5% | +357.9% | +272.3% |
| All | +1,817.6% | +527.0% | +1,290.6% | +1,239.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling