+191.2%
TER vs RIOT
+73.1%
+118.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.6% | -4.9% |
| 7D | +14.4% | +4.8% | +9.5% | +13.0% |
| 30D | -30.6% | +16.0% | -46.6% | -33.9% |
| 3M | -39.2% | -8.8% | -30.4% | -38.5% |
| 6M | -31.3% | -29.7% | -1.6% | -25.3% |
| YTD | +29.1% | +38.3% | -9.2% | +19.1% |
| 1Y | +47.4% | +26.2% | +21.2% | +37.9% |
| 3Y | +191.2% | +79.0% | +112.3% | +153.3% |
| All | +191.2% | +73.1% | +118.1% | +153.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling