+607.6%
TEAM vs RIG
-61.8%
+669.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.1% |
| 7D | -22.2% | -12.2% | -10.0% | -21.5% |
| 30D | -28.1% | -6.0% | -22.2% | -27.9% |
| 3M | -2.2% | -9.4% | +7.3% | -1.7% |
| 6M | +62.2% | -19.1% | +81.3% | +64.2% |
| YTD | -8.4% | +25.4% | -33.8% | -11.2% |
| 1Y | -6.6% | +23.3% | -30.0% | -9.4% |
| 3Y | -15.7% | -22.1% | +6.4% | -17.2% |
| 5Y | -65.7% | +50.1% | -115.9% | -68.3% |
| 10Y | +441.0% | -50.7% | +491.6% | +389.6% |
| All | +607.6% | -61.8% | +669.4% | +552.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling