+13,836.8%
UNH vs RIG
-40.2%
+13,877.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.7% |
| 7D | +1.1% | +0.9% | +0.2% | +1.0% |
| 30D | -3.8% | +13.8% | -17.6% | -5.2% |
| 3M | +0.7% | -6.4% | +7.1% | +1.1% |
| 6M | +37.9% | -8.2% | +46.0% | +38.2% |
| YTD | +21.9% | +41.6% | -19.7% | +16.5% |
| 1Y | +31.4% | +88.7% | -57.3% | +21.3% |
| 3Y | -11.4% | -30.9% | +19.5% | -11.8% |
| 5Y | +2.5% | +57.7% | -55.2% | -11.8% |
| 10Y | +242.9% | -39.3% | +282.1% | +167.3% |
| All | +13,836.8% | -40.2% | +13,877.0% | +9,514.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling