+73.4%
RRC vs SUI
+120.9%
-47.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.5% |
| 7D | -0.5% | -2.4% | +2.0% | +0.2% |
| 30D | +25.2% | +3.3% | +21.9% | +23.7% |
| 3M | +27.8% | +0.7% | +27.1% | +27.2% |
| 6M | +27.2% | -4.1% | +31.4% | +28.2% |
| YTD | +48.2% | -1.8% | +50.0% | +47.7% |
| 1Y | +34.7% | -4.1% | +38.8% | +35.2% |
| 3Y | +62.2% | +17.4% | +44.8% | +50.8% |
| 5Y | +130.9% | -27.0% | +157.9% | +141.7% |
| 10Y | +73.4% | +121.2% | -47.8% | +62.3% |
| All | +73.4% | +120.9% | -47.5% | +62.3% |
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 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