+233.7%
SMH vs RIOT
-61.9%
+295.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.6% |
| 7D | +4.9% | +4.8% | +0.1% | +3.9% |
| 30D | -13.8% | +16.0% | -29.8% | -16.8% |
| 3M | -17.4% | -8.8% | -8.6% | -17.0% |
| 6M | -15.0% | -29.7% | +14.7% | -10.9% |
| YTD | +35.2% | +38.3% | -3.1% | +22.6% |
| 1Y | +41.6% | +26.2% | +15.4% | +30.1% |
| 3Y | +215.6% | +79.0% | +136.7% | +137.9% |
| All | +233.7% | -61.9% | +295.5% | +181.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling