+238.6%
RDW vs SUI
+9.8%
+228.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +2.1% |
| 7D | +4.8% | -4.1% | +8.9% | +7.1% |
| 30D | -19.5% | -3.2% | -16.4% | -18.3% |
| 3M | -26.9% | -8.4% | -18.5% | -24.5% |
| 6M | +17.8% | -14.4% | +32.1% | +27.1% |
| YTD | +43.0% | -5.5% | +48.6% | +45.0% |
| 1Y | +32.1% | -7.3% | +39.4% | +35.4% |
| All | +238.6% | +9.8% | +228.8% | +226.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling