+56.2%
RIG vs BEN
+36.0%
+20.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -3.1% | -3.1% | 0.0% | -1.5% |
| 30D | -0.5% | +0.2% | -0.7% | -0.9% |
| 3M | -6.0% | +6.8% | -12.8% | -10.0% |
| 6M | -10.1% | +38.1% | -48.2% | -26.2% |
| YTD | +37.3% | +44.3% | -7.1% | +9.2% |
| 1Y | +73.9% | +42.6% | +31.4% | +38.9% |
| 3Y | -30.2% | +52.3% | -82.5% | -47.9% |
| All | +56.2% | +36.0% | +20.2% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling