+39.7%
RIG vs URA
-32.2%
+71.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.1% | -6.6% | -7.5% |
| 7D | -18.8% | -10.5% | -8.2% | -17.5% |
| 30D | -1.1% | -18.6% | +17.5% | +1.7% |
| 3M | +4.4% | -23.0% | +27.4% | +7.8% |
| 6M | -20.8% | -40.3% | +19.5% | -14.3% |
| YTD | +32.0% | -23.5% | +55.4% | +26.6% |
| 1Y | +39.7% | -31.1% | +70.8% | +41.3% |
| All | +39.7% | -32.2% | +71.9% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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