+43,111.7%
RMD vs SUI
+3,141.6%
+39,970.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -5.3% | +8.8% | -14.1% | -7.8% |
| 30D | +8.4% | +8.9% | -0.5% | +5.5% |
| 3M | +7.1% | +2.0% | +5.1% | +6.3% |
| 6M | +15.8% | -0.6% | +16.4% | +15.9% |
| YTD | +0.2% | +1.3% | -1.2% | -0.6% |
| 1Y | -1.4% | +1.3% | -2.6% | -2.1% |
| 3Y | +61.3% | +16.3% | +45.0% | +50.7% |
| 5Y | -3.9% | -25.1% | +21.2% | +2.2% |
| 10Y | +365.6% | +121.1% | +244.5% | +246.7% |
| All | +43,111.7% | +3,141.6% | +39,970.1% | +17,429.4% |
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