+324.2%
SMH vs RIOT
-33.0%
+357.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.1% | +2.6% | -1.5% |
| 7D | +1.4% | -0.9% | +2.3% | +1.6% |
| 30D | -2.2% | +3.5% | -5.7% | -3.3% |
| 3M | -1.9% | -13.0% | +11.1% | -0.4% |
| 6M | +41.0% | +43.1% | -2.1% | +29.8% |
| YTD | +55.6% | +65.4% | -9.8% | +37.7% |
| 1Y | +86.8% | +27.7% | +59.1% | +70.7% |
| 3Y | +277.7% | +91.3% | +186.3% | +181.9% |
| 5Y | +324.2% | -29.3% | +353.4% | +219.3% |
| All | +324.2% | -33.0% | +357.1% | +219.3% |
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