+228.7%
SMH vs RIOT
+80.6%
+148.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +4.6% |
| 7D | +0.5% | +18.9% | -18.4% | -2.9% |
| 30D | -14.2% | +11.0% | -25.2% | -16.5% |
| 3M | -11.5% | -9.7% | -1.8% | -11.1% |
| 6M | -12.0% | -27.9% | +15.8% | -8.4% |
| YTD | +40.8% | +44.3% | -3.5% | +28.1% |
| 1Y | +44.9% | +13.3% | +31.6% | +36.4% |
| All | +228.7% | +80.6% | +148.1% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling