+208.2%
XBI vs RIOT
+917.0%
-708.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.1% | +3.5% | -1.2% |
| 7D | -4.6% | -0.9% | -3.7% | -4.5% |
| 30D | -0.8% | +3.5% | -4.3% | -1.4% |
| 3M | +21.8% | -13.0% | +34.8% | +22.2% |
| 6M | +23.2% | +43.1% | -19.9% | +17.7% |
| YTD | +28.7% | +65.4% | -36.6% | +20.6% |
| 1Y | +67.8% | +27.7% | +40.0% | +59.5% |
| 3Y | +100.6% | +91.3% | +9.3% | +74.1% |
| 5Y | +19.8% | -29.3% | +49.1% | +4.0% |
| 10Y | +159.7% | +496.3% | -336.5% | +77.3% |
| All | +208.2% | +917.0% | -708.8% | +111.2% |
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 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