+149.7%
XBI vs RIOT
+527.0%
-377.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.6% |
| 7D | -4.6% | -1.5% | -3.1% | -4.5% |
| 30D | -2.0% | +5.7% | -7.7% | -2.7% |
| 3M | +17.8% | -17.9% | +35.7% | +18.8% |
| 6M | +23.7% | +45.0% | -21.3% | +18.0% |
| YTD | +28.2% | +69.5% | -41.2% | +19.7% |
| 1Y | +64.0% | +37.2% | +26.8% | +54.8% |
| 3Y | +99.4% | +111.7% | -12.3% | +71.2% |
| 5Y | +19.3% | -27.5% | +46.9% | +3.1% |
| All | +149.7% | +527.0% | -377.3% | +71.2% |
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