+11.1%
RDW vs SUI
+1.6%
+9.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.2% | -10.1% | -3.4% |
| 7D | -14.3% | +10.0% | -24.4% | -12.0% |
| 30D | -26.0% | +8.4% | -34.4% | -24.7% |
| 3M | -27.4% | +0.7% | -28.0% | -26.1% |
| 6M | -10.6% | -0.9% | -9.7% | -10.0% |
| YTD | +1.6% | +0.6% | +0.9% | +1.9% |
| 1Y | +11.1% | +0.8% | +10.3% | +7.9% |
| All | +11.1% | +1.6% | +9.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling