+991.6%
WDC vs RIG
+64.1%
+927.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +7.5% | -8.2% | +15.7% | +9.3% |
| 30D | +10.1% | -0.2% | +10.2% | +10.0% |
| 3M | -6.8% | -2.7% | -4.1% | -6.7% |
| 6M | +84.1% | -7.5% | +91.6% | +84.3% |
| YTD | +180.3% | +38.3% | +142.0% | +157.1% |
| 1Y | +411.1% | +81.8% | +329.2% | +342.0% |
| 3Y | +1,375.0% | -30.2% | +1,405.2% | +1,344.9% |
| 5Y | +991.6% | +59.9% | +931.6% | +748.2% |
| All | +991.6% | +64.1% | +927.5% | +748.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling