+65.3%
RIG vs IBB
+17.1%
+48.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.4% | +1.9% |
| 7D | -4.2% | -5.2% | +1.1% | -0.8% |
| 30D | -0.7% | +1.5% | -2.1% | -2.1% |
| 3M | -4.0% | +22.1% | -26.1% | -16.8% |
| 6M | -6.3% | +17.7% | -24.1% | -17.8% |
| YTD | +39.7% | +20.2% | +19.5% | +21.0% |
| 1Y | +78.1% | +44.4% | +33.6% | +34.6% |
| 3Y | -29.5% | +61.1% | -90.6% | -51.1% |
| 5Y | +65.3% | +18.5% | +46.8% | +20.2% |
| All | +65.3% | +17.1% | +48.2% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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