+231.1%
HOOD vs RIG
+51.5%
+179.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | +7.7% | -8.2% | +15.9% | +9.8% |
| 30D | +22.0% | -0.2% | +22.1% | +21.8% |
| 3M | +37.6% | -2.7% | +40.3% | +37.6% |
| 6M | +45.3% | -7.5% | +52.7% | +45.1% |
| YTD | +1.9% | +38.3% | -36.3% | -8.2% |
| 1Y | -2.7% | +81.8% | -84.6% | -18.3% |
| 3Y | +973.4% | -30.2% | +1,003.6% | +951.8% |
| 5Y | +179.3% | +59.9% | +119.3% | +109.4% |
| All | +231.1% | +51.5% | +179.6% | +145.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling