+108.9%
RRC vs SUI
-26.3%
+135.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.5% | -2.4% |
| 7D | -10.8% | +6.2% | -17.0% | -12.7% |
| 30D | +22.3% | +8.6% | +13.7% | +18.5% |
| 3M | +26.6% | +1.0% | +25.6% | +25.7% |
| 6M | +18.9% | -2.6% | +21.5% | +19.5% |
| YTD | +39.2% | -0.1% | +39.3% | +37.8% |
| 1Y | +34.0% | +0.5% | +33.5% | +32.4% |
| 3Y | +42.0% | +15.3% | +26.8% | +28.2% |
| All | +108.9% | -26.3% | +135.2% | +125.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling