+126.7%
WFC vs RIOT
-30.6%
+157.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.4% |
| 7D | +1.1% | +25.1% | -24.1% | -1.3% |
| 30D | +0.8% | +8.5% | -7.7% | -0.4% |
| 3M | +9.3% | -13.4% | +22.6% | +9.6% |
| 6M | +10.6% | +57.1% | -46.5% | +3.0% |
| YTD | -4.1% | +75.7% | -79.8% | -12.7% |
| 1Y | +13.6% | +65.6% | -52.1% | +2.9% |
| 3Y | +130.7% | +103.3% | +27.4% | +90.7% |
| 5Y | +126.7% | -26.7% | +153.5% | +88.0% |
| All | +126.7% | -30.6% | +157.3% | +88.0% |
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