+38.2%
RIG vs URI
+31.9%
+6.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.3% | +5.4% | +4.3% |
| 7D | +5.7% | +6.7% | -1.0% | +4.9% |
| 30D | -0.7% | +8.9% | -9.6% | -1.4% |
| 3M | -3.1% | +0.5% | -3.7% | -2.9% |
| 6M | -16.3% | +20.7% | -37.0% | -18.4% |
| YTD | +34.1% | +40.0% | -5.9% | +23.5% |
| 1Y | +38.2% | +34.4% | +3.8% | +29.0% |
| All | +38.2% | +31.9% | +6.2% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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