-41.9%
RIG vs SUI
+104.7%
-146.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | -8.2% | -4.3% | -3.9% | -7.0% |
| 30D | -0.2% | -2.1% | +2.0% | +0.4% |
| 3M | -2.7% | -6.1% | +3.4% | -1.1% |
| 6M | -7.5% | -12.8% | +5.3% | -4.1% |
| YTD | +38.3% | -4.6% | +42.9% | +39.1% |
| 1Y | +81.8% | -7.7% | +89.5% | +84.5% |
| 3Y | -30.2% | +10.9% | -41.1% | -34.3% |
| 5Y | +59.9% | -32.4% | +92.3% | +74.1% |
| 10Y | -41.9% | +105.7% | -147.6% | -37.5% |
| All | -41.9% | +104.7% | -146.7% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SUI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling