+88.7%
RIG vs GWW
+31.2%
+57.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -2.9% |
| 7D | +0.9% | +1.4% | -0.5% | +0.7% |
| 30D | +13.8% | +3.3% | +10.5% | +13.3% |
| 3M | -6.4% | +2.9% | -9.3% | -7.0% |
| 6M | -8.2% | +15.8% | -23.9% | -11.5% |
| YTD | +41.6% | +32.0% | +9.6% | +36.0% |
| 1Y | +88.7% | +29.9% | +58.8% | +85.5% |
| All | +88.7% | +31.2% | +57.5% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling