+59.9%
RIG vs NDAQ
+52.5%
+7.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -8.2% | -1.6% | -6.6% | -7.6% |
| 30D | -0.2% | -1.5% | +1.3% | +0.3% |
| 3M | -2.7% | +8.0% | -10.8% | -7.1% |
| 6M | -7.5% | +7.7% | -15.2% | -11.7% |
| YTD | +38.3% | -2.3% | +40.6% | +37.8% |
| 1Y | +81.8% | +0.6% | +81.3% | +77.6% |
| 3Y | -30.2% | +90.9% | -121.1% | -53.7% |
| 5Y | +59.9% | +52.5% | +7.5% | +13.2% |
| All | +59.9% | +52.5% | +7.4% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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