-15.3%
RIG vs GEN
+67.9%
-83.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +3.5% |
| 7D | +5.7% | +2.0% | +3.7% | +5.1% |
| 30D | -0.7% | +27.7% | -28.4% | -8.2% |
| 3M | -3.1% | +3.3% | -6.4% | -4.8% |
| 6M | -16.3% | +31.8% | -48.1% | -25.9% |
| YTD | +34.1% | +13.5% | +20.6% | +26.9% |
| 1Y | +38.2% | +16.0% | +22.1% | +29.0% |
| 3Y | -15.3% | +70.6% | -85.9% | -29.0% |
| All | -15.3% | +67.9% | -83.2% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling