+92.7%
WFC vs RIOT
-56.0%
+148.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | +0.1% |
| 7D | +0.9% | +29.0% | -28.1% | -1.7% |
| 30D | +3.3% | +7.1% | -3.8% | +2.0% |
| 3M | -1.4% | -6.8% | +5.4% | -1.9% |
| 6M | +14.7% | -24.9% | +39.6% | +15.4% |
| YTD | -5.9% | +42.7% | -48.6% | -13.3% |
| 1Y | +1.8% | +4.4% | -2.5% | -3.2% |
| 3Y | +124.9% | +74.5% | +50.4% | +87.9% |
| 5Y | +92.7% | -50.5% | +143.2% | +66.6% |
| All | +92.7% | -56.0% | +148.8% | +66.6% |
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 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