+59.0%
RIG vs UUUU
+88.5%
-29.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.3% | +7.4% | +2.7% |
| 7D | -4.2% | -5.0% | +0.9% | -2.9% |
| 30D | -0.7% | -7.8% | +7.1% | +0.8% |
| 3M | -4.0% | -0.4% | -3.6% | -5.9% |
| 6M | -6.3% | -32.9% | +26.6% | -0.7% |
| YTD | +39.7% | -6.3% | +46.0% | +27.9% |
| 1Y | +78.1% | +7.9% | +70.2% | +44.2% |
| 3Y | -29.5% | +85.2% | -114.7% | -60.1% |
| All | +59.0% | +88.5% | -29.6% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling