+52.5%
DAL vs RIG
+34.0%
+18.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.6% | +2.5% |
| 7D | +8.8% | -24.5% | +33.3% | +5.4% |
| 30D | +5.4% | -2.8% | +8.2% | +4.8% |
| 3M | -4.9% | +1.6% | -6.5% | -4.9% |
| 6M | +19.8% | -15.9% | +35.7% | +18.5% |
| YTD | +27.0% | +26.9% | +0.1% | +19.0% |
| 1Y | +52.5% | +34.4% | +18.1% | +40.3% |
| All | +52.5% | +34.0% | +18.4% | +40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling