+67.1%
V vs RIOT
-30.6%
+97.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -1.8% |
| 7D | -1.1% | +25.1% | -26.2% | -2.6% |
| 30D | +1.9% | +8.5% | -6.6% | +1.1% |
| 3M | +15.5% | -13.4% | +28.9% | +15.7% |
| 6M | +16.6% | +57.1% | -40.5% | +11.1% |
| YTD | +5.7% | +75.7% | -69.9% | -0.9% |
| 1Y | +8.6% | +65.6% | -57.1% | +1.2% |
| 3Y | +52.5% | +103.3% | -50.8% | +31.1% |
| 5Y | +67.1% | -26.7% | +93.9% | +37.7% |
| All | +67.1% | -30.6% | +97.7% | +37.7% |
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