+27.1%
RRX vs SUI
-1.1%
+28.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +6.9% | +5.0% |
| 7D | +7.5% | +6.2% | +1.3% | +9.4% |
| 30D | +3.0% | +8.6% | -5.6% | +4.7% |
| 3M | -5.3% | +1.0% | -6.3% | -4.6% |
| 6M | -26.6% | -2.6% | -24.0% | -25.9% |
| YTD | +21.2% | -0.1% | +21.3% | +21.1% |
| All | +27.1% | -1.1% | +28.2% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling