+494.4%
V vs RIOT
+757.3%
-262.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | -0.4% |
| 7D | -0.8% | +49.2% | -49.9% | -2.6% |
| 30D | +9.5% | +4.6% | +4.9% | +9.0% |
| 3M | +16.7% | -13.9% | +30.6% | +16.8% |
| 6M | +32.9% | -26.7% | +59.6% | +33.4% |
| YTD | +21.1% | +39.4% | -18.3% | +17.0% |
| 1Y | +26.6% | +3.8% | +22.8% | +23.8% |
| 3Y | +78.4% | +73.0% | +5.4% | +64.4% |
| 5Y | +105.5% | -55.7% | +161.2% | +90.7% |
| 10Y | +444.2% | +685.8% | -241.6% | +311.8% |
| All | +494.4% | +757.3% | -262.8% | +357.4% |
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