+443.6%
TEAM vs RIG
-46.1%
+489.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.1% | -5.6% | -1.8% |
| 7D | -2.4% | +5.7% | -8.1% | -2.8% |
| 30D | -26.7% | -0.7% | -26.0% | -26.8% |
| 3M | -9.6% | -3.1% | -6.5% | -9.7% |
| 6M | +86.0% | -16.3% | +102.4% | +87.7% |
| YTD | -7.5% | +34.1% | -41.6% | -10.7% |
| 1Y | -1.4% | +38.2% | -39.5% | -5.1% |
| 3Y | -14.3% | -15.3% | +1.0% | -16.4% |
| 5Y | -66.3% | +62.5% | -128.8% | -68.9% |
| All | +443.6% | -46.1% | +489.7% | +414.5% |
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