-41.9%
RIG vs ACWI
+226.5%
-268.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.2% |
| 7D | -8.2% | 0.0% | -8.2% | -8.3% |
| 30D | -0.2% | -0.6% | +0.4% | +0.7% |
| 3M | -2.7% | +4.3% | -7.0% | -10.8% |
| 6M | -7.5% | +12.7% | -20.1% | -27.8% |
| YTD | +38.3% | +13.9% | +24.3% | +6.1% |
| 1Y | +81.8% | +20.5% | +61.3% | +26.4% |
| 3Y | -30.2% | +76.5% | -106.7% | -75.7% |
| 5Y | +59.9% | +67.5% | -7.6% | -37.5% |
| 10Y | -41.9% | +231.8% | -273.8% | -91.7% |
| All | -41.9% | +226.5% | -268.4% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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