+521.8%
NOW vs RIG
-48.7%
+570.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | +2.9% |
| 7D | -5.6% | -2.6% | -3.0% | -5.3% |
| 30D | -26.8% | -5.2% | -21.6% | -26.6% |
| 3M | -19.4% | -8.6% | -10.8% | -19.1% |
| 6M | +12.3% | -18.9% | +31.2% | +13.9% |
| YTD | -32.9% | +28.6% | -61.5% | -35.1% |
| 1Y | -40.3% | +25.5% | -65.8% | -42.2% |
| 3Y | -19.1% | -20.2% | +1.1% | -20.6% |
| 5Y | -24.4% | +53.9% | -78.3% | -31.5% |
| 10Y | +521.8% | -48.8% | +570.6% | +425.3% |
| All | +521.8% | -48.7% | +570.6% | +425.3% |
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 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