+428.1%
WMT vs RIOT
+527.0%
-98.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.1% | +1.3% |
| 7D | 0.0% | -1.5% | +1.5% | 0.0% |
| 30D | -7.4% | +5.7% | -13.1% | -7.6% |
| 3M | -10.9% | -17.9% | +7.0% | -10.7% |
| 6M | -12.7% | +45.0% | -57.6% | -14.0% |
| YTD | -3.2% | +69.5% | -72.7% | -5.3% |
| 1Y | +5.3% | +37.2% | -31.9% | +3.3% |
| 3Y | +101.9% | +111.7% | -9.9% | +92.1% |
| 5Y | +134.6% | -27.5% | +162.1% | +122.6% |
| All | +428.1% | +527.0% | -98.9% | +333.9% |
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