+169.4%
XLV vs RIOT
+527.0%
-357.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.3% |
| 7D | -3.6% | -1.5% | -2.0% | -3.5% |
| 30D | -1.8% | +5.7% | -7.5% | -2.1% |
| 3M | +7.8% | -17.9% | +25.7% | +8.1% |
| 6M | +9.1% | +45.0% | -35.9% | +7.3% |
| YTD | +7.7% | +69.5% | -61.7% | +5.1% |
| 1Y | +20.4% | +37.2% | -16.8% | +17.9% |
| 3Y | +30.8% | +111.7% | -81.0% | +23.4% |
| 5Y | +34.6% | -27.5% | +62.1% | +26.8% |
| All | +169.4% | +527.0% | -357.6% | +117.7% |
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