+2,464.2%
RRX vs SUI
+4,109.4%
-1,645.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +6.9% | +6.1% |
| 7D | +7.5% | +6.2% | +1.3% | +4.4% |
| 30D | +3.0% | +8.6% | -5.6% | -1.4% |
| 3M | -5.3% | +1.0% | -6.3% | -6.6% |
| 6M | -26.6% | -2.6% | -24.0% | -27.1% |
| YTD | +21.2% | -0.1% | +21.3% | +18.9% |
| 1Y | +25.9% | +0.5% | +25.5% | +23.2% |
| 3Y | +71.7% | +15.3% | +56.4% | +54.9% |
| 5Y | +7.8% | -26.1% | +33.9% | +17.0% |
| 10Y | +242.9% | +117.8% | +125.0% | +122.1% |
| All | +2,464.2% | +4,109.4% | -1,645.2% | +634.8% |
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