+84.7%
WDC vs RIG
+25.5%
+59.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.5% | +5.8% | +7.7% |
| 7D | -3.2% | -2.6% | -0.7% | -2.3% |
| 30D | -19.0% | -5.2% | -13.9% | -17.6% |
| 3M | -28.4% | -8.6% | -19.8% | -26.9% |
| 6M | -39.2% | -18.9% | -20.3% | -37.9% |
| YTD | +82.1% | +28.6% | +53.5% | +47.8% |
| 1Y | +84.7% | +25.5% | +59.1% | +53.7% |
| All | +84.7% | +25.5% | +59.1% | +53.7% |
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