+452.5%
TEAM vs RIG
-48.3%
+500.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +2.4% |
| 7D | -19.7% | -2.6% | -17.1% | -19.6% |
| 30D | -26.6% | -5.2% | -21.4% | -26.4% |
| 3M | -1.1% | -8.6% | +7.5% | -0.6% |
| 6M | +74.6% | -18.9% | +93.5% | +76.6% |
| YTD | -6.0% | +28.6% | -34.6% | -8.9% |
| 1Y | -3.2% | +25.5% | -28.8% | -6.1% |
| 3Y | -13.5% | -20.2% | +6.6% | -15.2% |
| 5Y | -65.5% | +53.9% | -119.4% | -68.0% |
| All | +452.5% | -48.3% | +500.8% | +424.6% |
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