+253.9%
XLI vs RIOT
+527.0%
-273.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +0.9% |
| 7D | -1.7% | -1.5% | -0.1% | -1.6% |
| 30D | -7.3% | +5.7% | -12.9% | -7.7% |
| 3M | -1.3% | -17.9% | +16.5% | -0.8% |
| 6M | +2.2% | +45.0% | -42.7% | -0.6% |
| YTD | +11.7% | +69.5% | -57.7% | +7.4% |
| 1Y | +14.3% | +37.2% | -22.9% | +10.5% |
| 3Y | +70.3% | +111.7% | -41.4% | +56.0% |
| 5Y | +82.3% | -27.5% | +109.8% | +66.9% |
| All | +253.9% | +527.0% | -273.1% | +157.9% |
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