-40.5%
RIG vs GEN
+3,975.1%
-4,015.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.7% | -2.4% |
| 7D | +0.9% | -1.2% | +2.1% | +1.1% |
| 30D | +13.8% | +10.1% | +3.7% | +11.7% |
| 3M | -6.4% | +16.1% | -22.5% | -9.3% |
| 6M | -8.2% | +38.9% | -47.0% | -14.3% |
| YTD | +41.6% | +14.4% | +27.2% | +36.8% |
| 1Y | +88.7% | +5.9% | +82.8% | +84.9% |
| 3Y | -30.9% | +58.8% | -89.6% | -37.1% |
| 5Y | +57.7% | +24.7% | +33.0% | +47.7% |
| 10Y | -39.3% | +163.1% | -202.3% | -50.7% |
| All | -40.5% | +3,975.1% | -4,015.6% | -69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling