+428.1%
RSG vs SUI
+104.7%
+323.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.7% | +0.8% |
| 7D | 0.0% | -4.3% | +4.3% | +1.5% |
| 30D | +3.7% | -2.1% | +5.8% | +4.4% |
| 3M | +6.2% | -6.1% | +12.3% | +8.4% |
| 6M | -2.8% | -12.8% | +10.0% | +1.7% |
| YTD | +5.9% | -4.6% | +10.5% | +7.2% |
| 1Y | -1.8% | -7.7% | +5.9% | +0.5% |
| 3Y | +57.5% | +10.9% | +46.5% | +47.6% |
| 5Y | +91.1% | -32.4% | +123.5% | +113.8% |
| 10Y | +428.1% | +105.7% | +322.4% | +329.1% |
| All | +428.1% | +104.7% | +323.3% | +329.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling