+135.9%
WMT vs RIOT
-26.7%
+162.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.6% |
| 6M | -12.7% | +45.0% | -57.6% | -14.4% |
| YTD | -3.2% | +69.5% | -72.7% | -5.9% |
| 1Y | +5.3% | +37.2% | -31.9% | +2.7% |
| 3Y | +101.9% | +111.7% | -9.9% | +89.0% |
| All | +135.9% | -26.7% | +162.6% | +111.1% |
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 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