-0.5%
UNH vs RIOT
-26.7%
+26.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.8% | -2.4% |
| 7D | -4.5% | -1.5% | -3.0% | -4.5% |
| 30D | -6.5% | +5.7% | -12.2% | -6.8% |
| 3M | -6.0% | -17.9% | +11.9% | -5.7% |
| 6M | +33.7% | +45.0% | -11.3% | +31.4% |
| YTD | +16.4% | +69.5% | -53.1% | +13.5% |
| 1Y | +10.1% | +37.2% | -27.1% | +7.8% |
| 3Y | -16.3% | +111.7% | -128.0% | -20.8% |
| All | -0.5% | -26.7% | +26.2% | -5.0% |
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