+1,840.1%
SMH vs RIOT
+750.5%
+1,089.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.8% |
| 7D | +4.9% | +4.8% | +0.1% | +4.4% |
| 30D | -13.8% | +16.0% | -29.8% | -15.4% |
| 3M | -17.4% | -8.8% | -8.6% | -17.1% |
| 6M | -15.0% | -29.7% | +14.7% | -12.6% |
| YTD | +35.2% | +38.3% | -3.1% | +28.6% |
| 1Y | +41.6% | +26.2% | +15.4% | +35.7% |
| 3Y | +215.6% | +79.0% | +136.7% | +176.4% |
| 5Y | +233.2% | -60.4% | +293.6% | +202.5% |
| 10Y | +1,458.7% | +638.6% | +820.1% | +1,005.2% |
| All | +1,840.1% | +750.5% | +1,089.7% | +1,260.6% |
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