+495.1%
V vs RIOT
+711.2%
-216.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.2% | -13.2% | -0.6% |
| 7D | +2.2% | +30.4% | -28.3% | +0.9% |
| 30D | +13.6% | -9.9% | +23.5% | +13.8% |
| 3M | +14.3% | -21.2% | +35.5% | +14.9% |
| 6M | +33.1% | -29.5% | +62.6% | +33.8% |
| YTD | +21.2% | +31.9% | -10.6% | +17.4% |
| 1Y | +26.4% | -3.6% | +30.1% | +24.1% |
| 3Y | +77.6% | +51.8% | +25.8% | +64.6% |
| 5Y | +102.6% | -46.9% | +149.5% | +86.9% |
| 10Y | +464.4% | +677.5% | -213.1% | +327.8% |
| All | +495.1% | +711.2% | -216.0% | +359.1% |
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