+2,229.1%
RSG vs SUI
+1,795.7%
+433.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.6% |
| 7D | +1.2% | +6.2% | -5.1% | -0.9% |
| 30D | +14.2% | +8.6% | +5.6% | +11.1% |
| 3M | +18.2% | +1.0% | +17.2% | +17.6% |
| 6M | +24.4% | -2.6% | +27.0% | +25.2% |
| YTD | +17.9% | -0.1% | +18.0% | +17.4% |
| 1Y | +22.3% | +0.5% | +21.9% | +21.6% |
| 3Y | +65.1% | +15.3% | +49.9% | +54.2% |
| 5Y | +97.9% | -26.1% | +124.1% | +110.5% |
| 10Y | +464.6% | +117.8% | +346.8% | +312.5% |
| All | +2,229.1% | +1,795.7% | +433.4% | +556.1% |
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 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