+34.3%
TRV vs RIG
+97.6%
-63.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -1.4% |
| 7D | -0.1% | +0.9% | -1.0% | -0.1% |
| 30D | -3.4% | +13.8% | -17.2% | -3.2% |
| 3M | +26.4% | -6.4% | +32.8% | +26.7% |
| 6M | +19.3% | -8.2% | +27.5% | +19.7% |
| YTD | +28.3% | +41.6% | -13.3% | +27.2% |
| 1Y | +34.3% | +88.7% | -54.4% | +31.7% |
| All | +34.3% | +97.6% | -63.4% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling