+4,592.2%
TRV vs RIG
-43.4%
+4,635.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.5% |
| 7D | +2.0% | +5.7% | -3.7% | +1.4% |
| 30D | +6.7% | -0.7% | +7.4% | +6.5% |
| 3M | +9.4% | -3.1% | +12.5% | +9.2% |
| 6M | +37.7% | -16.3% | +54.0% | +39.3% |
| YTD | +40.6% | +34.1% | +6.4% | +33.6% |
| 1Y | +42.4% | +38.2% | +4.3% | +34.7% |
| 3Y | +148.1% | -15.3% | +163.4% | +139.8% |
| 5Y | +181.7% | +62.5% | +119.2% | +138.2% |
| 10Y | +352.6% | -46.6% | +399.2% | +253.3% |
| All | +4,592.2% | -43.4% | +4,635.6% | +3,757.6% |
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 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