+55.2%
RIG vs ROIV
+250.7%
-195.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.3% | -3.1% |
| 7D | +0.9% | +0.6% | +0.2% | +0.7% |
| 30D | +13.8% | +1.0% | +12.9% | +13.4% |
| 3M | -6.4% | +18.3% | -24.7% | -9.6% |
| 6M | -8.2% | +18.3% | -26.5% | -11.6% |
| YTD | +41.6% | +61.0% | -19.3% | +28.4% |
| 1Y | +88.7% | +177.9% | -89.2% | +54.6% |
| 3Y | -30.9% | +199.1% | -229.9% | -44.9% |
| All | +55.2% | +250.7% | -195.5% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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