+23.3%
RIG vs WM
+20.3%
+3.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -12.2% | +1.2% | -13.4% | -12.2% |
| 30D | -6.0% | +13.7% | -19.7% | -6.6% |
| 3M | -9.4% | +5.2% | -14.7% | -9.6% |
| 6M | -19.1% | +11.2% | -30.2% | -20.2% |
| YTD | +25.4% | +9.4% | +16.0% | +24.0% |
| 1Y | +23.3% | +20.4% | +2.9% | +24.0% |
| All | +23.3% | +20.3% | +3.0% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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