+24.8%
RSG vs SUI
-4.1%
+28.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +1.4% | -3.8% | +5.3% | +2.9% |
| 30D | +15.0% | +3.9% | +11.1% | +13.5% |
| 3M | +18.5% | +0.2% | +18.2% | +18.1% |
| 6M | +25.8% | -4.2% | +30.0% | +26.8% |
| YTD | +20.8% | -2.5% | +23.3% | +21.3% |
| 1Y | +24.8% | -4.0% | +28.8% | +26.6% |
| All | +24.8% | -4.1% | +28.9% | +26.6% |
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