+111.8%
WFC vs RIOT
+768.6%
-656.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -1.3% | +18.9% | -20.2% | -2.4% |
| 30D | +3.6% | +11.0% | -7.4% | +2.5% |
| 3M | -1.3% | -9.7% | +8.4% | -1.4% |
| 6M | +18.0% | -27.9% | +45.8% | +18.8% |
| YTD | -5.9% | +44.3% | -50.1% | -10.3% |
| 1Y | +1.8% | +13.3% | -11.5% | -1.6% |
| 3Y | +125.0% | +76.4% | +48.6% | +103.6% |
| 5Y | +92.0% | -53.8% | +145.7% | +75.9% |
| All | +111.8% | +768.6% | -656.8% | +47.1% |
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 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