-87.5%
RIG vs URI
+7,815.7%
-7,903.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.9% |
| 7D | -12.2% | -6.0% | -6.2% | -10.3% |
| 30D | -6.0% | +4.6% | -10.6% | -7.6% |
| 3M | -9.4% | -2.7% | -6.7% | -9.3% |
| 6M | -19.1% | +18.4% | -37.4% | -24.9% |
| YTD | +25.4% | +37.4% | -11.9% | +8.4% |
| 1Y | +23.3% | +30.4% | -7.0% | +8.4% |
| 3Y | -22.1% | +147.9% | -170.0% | -45.5% |
| 5Y | +50.1% | +202.1% | -151.9% | -2.1% |
| 10Y | -50.7% | +1,182.4% | -1,233.1% | -78.1% |
| All | -87.5% | +7,815.7% | -7,903.2% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling