+161.6%
RRC vs SUI
-32.0%
+193.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +1.3% | -2.8% | +4.1% | +2.3% |
| 30D | +10.1% | -1.2% | +11.3% | +10.5% |
| 3M | +4.0% | -1.7% | +5.7% | +4.5% |
| 6M | +1.6% | -10.5% | +12.1% | +5.1% |
| YTD | +19.7% | -1.8% | +21.5% | +19.6% |
| 1Y | +21.4% | -4.1% | +25.5% | +22.2% |
| 3Y | +29.7% | +11.3% | +18.4% | +19.6% |
| All | +161.6% | -32.0% | +193.6% | +177.2% |
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