-41.2%
RIG vs GEN
+157.3%
-198.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.8% |
| 7D | -4.2% | -4.3% | +0.2% | -2.7% |
| 30D | -0.7% | +3.8% | -4.5% | -2.1% |
| 3M | -4.0% | +22.3% | -26.3% | -11.3% |
| 6M | -6.3% | +39.0% | -45.3% | -18.1% |
| YTD | +39.7% | +11.9% | +27.8% | +31.8% |
| 1Y | +78.1% | +4.5% | +73.6% | +72.2% |
| 3Y | -29.5% | +59.0% | -88.5% | -41.3% |
| 5Y | +65.3% | +22.0% | +43.3% | +45.1% |
| All | -41.2% | +157.3% | -198.5% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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