+2,364.5%
RRX vs SUI
+4,037.5%
-1,673.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +3.4% | -2.8% | +6.3% | +4.7% |
| 30D | -11.1% | -1.2% | -9.9% | -10.7% |
| 3M | -23.7% | -1.7% | -22.0% | -23.8% |
| 6M | -22.0% | -10.5% | -11.5% | -18.8% |
| YTD | +16.5% | -1.8% | +18.3% | +16.1% |
| 1Y | +11.5% | -4.1% | +15.6% | +12.0% |
| 3Y | +1.5% | +11.3% | -9.7% | -6.6% |
| 5Y | +18.3% | -32.1% | +50.4% | +34.3% |
| 10Y | +209.8% | +110.4% | +99.3% | +105.2% |
| All | +2,364.5% | +4,037.5% | -1,673.0% | +617.7% |
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