+1,394.6%
WDC vs RIG
-31.2%
+1,425.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +7.5% | -8.2% | +15.7% | +9.6% |
| 30D | +10.1% | -0.2% | +10.2% | +10.0% |
| 3M | -6.8% | -2.7% | -4.1% | -6.8% |
| 6M | +84.1% | -7.5% | +91.6% | +83.7% |
| YTD | +180.3% | +38.3% | +142.0% | +151.4% |
| 1Y | +411.1% | +81.8% | +329.2% | +327.4% |
| All | +1,394.6% | -31.2% | +1,425.8% | +1,227.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling