+893.2%
RRC vs SUI
+4,037.5%
-3,144.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.7% |
| 7D | +1.3% | -2.8% | +4.1% | +2.4% |
| 30D | +10.1% | -1.2% | +11.3% | +10.5% |
| 3M | +4.0% | -1.7% | +5.7% | +4.6% |
| 6M | +1.6% | -10.5% | +12.1% | +5.4% |
| YTD | +19.7% | -1.8% | +21.5% | +19.7% |
| 1Y | +21.4% | -4.1% | +25.5% | +22.3% |
| 3Y | +29.7% | +11.3% | +18.4% | +20.6% |
| 5Y | +153.9% | -32.1% | +186.0% | +182.4% |
| 10Y | +10.8% | +110.4% | -99.6% | -27.0% |
| All | +893.2% | +4,037.5% | -3,144.3% | +141.1% |
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