+230.8%
RDW vs SU
+120.0%
+110.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | +0.9% | +2.2% | -1.4% | -0.1% |
| 30D | -21.3% | +8.4% | -29.7% | -24.3% |
| 3M | -37.9% | +12.1% | -49.9% | -41.8% |
| 6M | +12.3% | +19.7% | -7.4% | -2.1% |
| YTD | +39.7% | +58.4% | -18.7% | +2.1% |
| 1Y | +25.7% | +67.2% | -41.6% | -11.2% |
| 3Y | +230.8% | +125.0% | +105.8% | +99.6% |
| All | +230.8% | +120.0% | +110.9% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling