+92.3%
RSG vs SUI
-32.0%
+124.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | +0.3% | -2.8% | +3.1% | +1.1% |
| 30D | +7.6% | -1.2% | +8.8% | +7.9% |
| 3M | +7.4% | -1.7% | +9.2% | +7.9% |
| 6M | -3.3% | -10.5% | +7.2% | -0.5% |
| YTD | +6.0% | -1.8% | +7.8% | +6.3% |
| 1Y | -3.7% | -4.1% | +0.4% | -2.9% |
| 3Y | +59.1% | +11.3% | +47.8% | +51.6% |
| All | +92.3% | -32.0% | +124.3% | +121.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling