+504.6%
NOW vs RIG
-46.5%
+551.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.9% |
| 7D | -3.1% | -17.0% | +13.9% | -1.5% |
| 30D | -27.0% | -6.2% | -20.9% | -26.8% |
| 3M | -17.7% | -1.7% | -16.0% | -17.9% |
| 6M | +12.7% | -19.2% | +31.9% | +14.3% |
| YTD | -32.9% | +25.2% | -58.1% | -34.9% |
| 1Y | -40.4% | +29.9% | -70.3% | -42.4% |
| 3Y | -17.1% | -21.3% | +4.2% | -18.5% |
| 5Y | -25.7% | +40.5% | -66.2% | -32.2% |
| 10Y | +504.6% | -49.6% | +554.2% | +412.5% |
| All | +504.6% | -46.5% | +551.1% | +412.5% |
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