+286.8%
SMH vs RIOT
+104.4%
+182.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +4.3% | +18.4% | -14.1% | +0.8% |
| 30D | +0.9% | +13.8% | -12.9% | -2.0% |
| 3M | -2.8% | -12.7% | +9.9% | -1.6% |
| 6M | +45.6% | +50.1% | -4.5% | +33.7% |
| YTD | +59.5% | +74.2% | -14.7% | +41.4% |
| 1Y | +93.4% | +45.1% | +48.3% | +74.4% |
| All | +286.8% | +104.4% | +182.5% | +197.0% |
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