+2.0%
RDW vs SUI
-3.1%
+5.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | +0.9% | -4.2% | +5.0% | +2.9% |
| 30D | -21.3% | -3.3% | -18.0% | -20.1% |
| 3M | -37.9% | -8.2% | -29.7% | -36.0% |
| 6M | +12.3% | -14.5% | +26.7% | +19.8% |
| YTD | +39.7% | -5.9% | +45.7% | +42.1% |
| 1Y | +25.7% | -9.7% | +35.4% | +30.5% |
| 3Y | +230.8% | +7.7% | +223.2% | +210.4% |
| 5Y | -8.8% | -31.9% | +23.1% | -1.9% |
| All | +2.0% | -3.1% | +5.1% | +5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling