+1,827.7%
SMH vs RIOT
+777.7%
+1,050.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.0% |
| 7D | -6.7% | +29.0% | -35.7% | -9.3% |
| 30D | -19.8% | +7.1% | -26.9% | -20.7% |
| 3M | -15.1% | -6.8% | -8.3% | -15.0% |
| 6M | -14.6% | -24.9% | +10.3% | -12.9% |
| YTD | +34.3% | +42.7% | -8.4% | +27.3% |
| 1Y | +35.2% | +4.4% | +30.8% | +31.8% |
| 3Y | +211.7% | +74.5% | +137.2% | +173.4% |
| 5Y | +240.5% | -50.5% | +290.9% | +204.2% |
| 10Y | +1,487.3% | +685.8% | +801.5% | +1,020.8% |
| All | +1,827.7% | +777.7% | +1,050.0% | +1,247.2% |
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