+3,631.9%
RIO vs SUI
+4,109.4%
-477.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +1.3% |
| 7D | +2.2% | +6.2% | -4.0% | -0.4% |
| 30D | -10.1% | +8.6% | -18.7% | -13.5% |
| 3M | -14.1% | +1.0% | -15.1% | -14.9% |
| 6M | -18.9% | -2.6% | -16.3% | -18.7% |
| YTD | +9.9% | -0.1% | +10.0% | +8.8% |
| 1Y | +27.0% | +0.5% | +26.5% | +25.2% |
| 3Y | +50.1% | +15.3% | +34.8% | +35.6% |
| 5Y | +95.3% | -26.1% | +121.4% | +109.4% |
| 10Y | +425.9% | +117.8% | +308.0% | +217.0% |
| All | +3,631.9% | +4,109.4% | -477.6% | +654.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling