+192.6%
ROP vs SUI
+115.7%
+76.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.5% | -2.4% |
| 7D | +2.1% | +6.2% | -4.1% | -0.1% |
| 30D | +32.9% | +8.6% | +24.3% | +29.0% |
| 3M | +20.0% | +1.0% | +19.0% | +19.5% |
| 6M | +36.4% | -2.6% | +39.0% | +37.6% |
| YTD | +7.8% | -0.1% | +8.0% | +7.5% |
| 1Y | +8.0% | +0.5% | +7.5% | +7.3% |
| 3Y | -3.5% | +15.3% | -18.7% | -10.9% |
| 5Y | +1.5% | -26.1% | +27.6% | +10.3% |
| All | +192.6% | +115.7% | +76.9% | +148.6% |
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