+19,006.9%
WDC vs RIG
-43.4%
+19,050.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.1% | -9.1% | -6.0% |
| 7D | +12.1% | +5.7% | +6.4% | +10.6% |
| 30D | -18.8% | -0.7% | -18.1% | -18.7% |
| 3M | -39.3% | -3.1% | -36.2% | -39.1% |
| 6M | -40.1% | -16.3% | -23.8% | -38.4% |
| YTD | +71.8% | +34.1% | +37.7% | +57.2% |
| 1Y | +88.5% | +38.2% | +50.3% | +71.0% |
| 3Y | +770.0% | -15.3% | +785.3% | +736.8% |
| 5Y | +549.0% | +62.5% | +486.6% | +386.6% |
| 10Y | +650.3% | -46.6% | +696.9% | +410.4% |
| All | +19,006.9% | -43.4% | +19,050.3% | +11,108.3% |
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