+461.4%
BE vs RIG
+42.7%
+418.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.4% |
| 7D | -13.4% | -12.2% | -1.2% | -10.1% |
| 30D | -33.9% | -6.0% | -27.9% | -33.1% |
| 3M | -12.0% | -9.4% | -2.5% | -10.7% |
| 6M | -29.0% | -19.1% | -9.9% | -26.8% |
| YTD | +113.4% | +25.4% | +88.0% | +89.2% |
| 1Y | +33.2% | +23.3% | +9.8% | +19.2% |
| 3Y | +1,659.2% | -22.1% | +1,681.3% | +1,599.7% |
| 5Y | +461.4% | +50.1% | +411.2% | +302.4% |
| All | +461.4% | +42.7% | +418.7% | +302.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 5y: compounded portfolio wealth divided by compounded RIG 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…
5y analysis · Full analysis span regression · 6 months rolling