+353.5%
RMD vs SUI
+115.7%
+237.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | +2.3% | +6.2% | -3.9% | +0.2% |
| 30D | +4.1% | +8.6% | -4.5% | +1.0% |
| 3M | +5.7% | +1.0% | +4.7% | +5.2% |
| 6M | +12.9% | -2.6% | +15.5% | +13.8% |
| YTD | -1.5% | -0.1% | -1.4% | -1.9% |
| 1Y | -4.8% | +0.5% | -5.2% | -5.4% |
| 3Y | +57.5% | +15.3% | +42.2% | +45.4% |
| 5Y | -5.5% | -26.1% | +20.6% | +2.2% |
| All | +353.5% | +115.7% | +237.8% | +250.0% |
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