+1,089.7%
RRC vs SUI
+4,171.7%
-3,082.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.9% |
| 7D | -6.9% | +8.8% | -15.6% | -9.9% |
| 30D | +25.4% | +8.9% | +16.5% | +21.0% |
| 3M | +31.9% | +2.0% | +29.9% | +30.3% |
| 6M | +17.2% | -0.6% | +17.8% | +16.7% |
| YTD | +43.4% | +1.3% | +42.0% | +41.1% |
| 1Y | +36.7% | +1.3% | +35.5% | +34.6% |
| 3Y | +38.8% | +16.3% | +22.6% | +26.8% |
| 5Y | +118.3% | -25.1% | +143.3% | +133.4% |
| 10Y | +67.7% | +121.1% | -53.4% | +8.1% |
| All | +1,089.7% | +4,171.7% | -3,082.0% | +184.2% |
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 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