+74.5%
UBER vs RIG
-23.9%
+98.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.9% |
| 7D | -4.5% | -4.2% | -0.3% | -3.9% |
| 30D | -7.6% | -0.7% | -6.9% | -7.6% |
| 3M | +5.8% | -4.0% | +9.8% | +6.0% |
| 6M | +0.3% | -6.3% | +6.6% | +0.3% |
| YTD | -11.2% | +39.7% | -50.9% | -16.9% |
| 1Y | -23.0% | +78.1% | -101.1% | -30.9% |
| 3Y | +53.6% | -29.5% | +83.1% | +52.1% |
| 5Y | +81.9% | +65.3% | +16.6% | +49.6% |
| All | +74.5% | -23.9% | +98.4% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 10y: compounded portfolio wealth divided by compounded RIG 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…
10y analysis · Full analysis span regression · 6 months rolling