+88.7%
RIG vs IVZ
+56.4%
+32.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.0% |
| 7D | +0.9% | +0.6% | +0.2% | +0.8% |
| 30D | +13.8% | +4.0% | +9.8% | +13.0% |
| 3M | -6.4% | +18.2% | -24.6% | -9.3% |
| 6M | -8.2% | +32.8% | -41.0% | -13.5% |
| YTD | +41.6% | +28.7% | +12.9% | +32.5% |
| 1Y | +88.7% | +55.4% | +33.3% | +81.5% |
| All | +88.7% | +56.4% | +32.3% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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