+572.5%
WMT vs RIOT
+750.5%
-178.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.5% |
| 7D | +2.0% | +4.8% | -2.8% | +1.9% |
| 30D | +10.3% | +16.0% | -5.8% | +9.7% |
| 3M | +11.0% | -8.8% | +19.8% | +10.9% |
| 6M | -2.3% | -29.7% | +27.4% | -2.0% |
| YTD | +15.7% | +38.3% | -22.6% | +13.5% |
| 1Y | +26.0% | +26.2% | -0.3% | +23.8% |
| 3Y | +136.5% | +79.0% | +57.5% | +125.7% |
| 5Y | +176.8% | -60.4% | +237.2% | +166.4% |
| 10Y | +537.5% | +638.6% | -101.0% | +412.1% |
| All | +572.5% | +750.5% | -178.0% | +462.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling