+2,160.0%
SMH vs RIOT
+958.3%
+1,201.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +2.3% |
| 7D | +2.5% | +14.8% | -12.3% | +0.9% |
| 30D | -0.5% | +1.4% | -1.9% | -0.9% |
| 3M | -9.6% | -20.6% | +11.0% | -7.9% |
| 6M | +42.1% | +31.9% | +10.2% | +37.0% |
| YTD | +57.4% | +72.1% | -14.6% | +47.0% |
| 1Y | +96.2% | +65.7% | +30.6% | +82.5% |
| 3Y | +267.9% | +97.5% | +170.5% | +218.3% |
| 5Y | +327.7% | -36.7% | +364.4% | +273.8% |
| 10Y | +1,764.6% | +550.1% | +1,214.5% | +1,198.5% |
| All | +2,160.0% | +958.3% | +1,201.8% | +1,455.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling