+502.9%
TEAM vs RIG
-44.3%
+547.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.8% |
| 7D | -4.7% | -8.2% | +3.5% | -4.0% |
| 30D | +17.0% | -0.2% | +17.2% | +17.0% |
| 3M | +85.9% | -2.7% | +88.6% | +85.9% |
| 6M | +116.7% | -7.5% | +124.1% | +117.1% |
| YTD | +9.6% | +38.3% | -28.6% | +5.8% |
| 1Y | -2.5% | +81.8% | -84.4% | -8.4% |
| 3Y | -14.0% | -30.2% | +16.2% | -14.8% |
| 5Y | -53.1% | +59.9% | -113.0% | -56.7% |
| 10Y | +502.9% | -41.9% | +544.8% | +445.6% |
| All | +502.9% | -44.3% | +547.2% | +445.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 10y: compounded portfolio wealth divided by compounded RIG 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…
10y analysis · Full analysis span regression · 6 months rolling