+379.1%
V vs RIOT
+527.0%
-147.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.8% |
| 7D | -1.2% | -1.5% | +0.3% | -1.2% |
| 30D | +3.1% | +5.7% | -2.6% | +2.7% |
| 3M | +16.3% | -17.9% | +34.2% | +16.7% |
| 6M | +20.4% | +45.0% | -24.6% | +17.0% |
| YTD | +6.3% | +69.5% | -63.2% | +2.0% |
| 1Y | +8.7% | +37.2% | -28.5% | +5.0% |
| 3Y | +53.3% | +111.7% | -58.4% | +39.9% |
| 5Y | +71.1% | -27.5% | +98.6% | +55.8% |
| All | +379.1% | +527.0% | -147.8% | +258.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling