+213.4%
RSP vs SUI
+115.7%
+97.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.2% |
| 7D | -1.0% | +6.2% | -7.3% | -3.3% |
| 30D | +2.6% | +8.6% | -6.0% | -0.8% |
| 3M | -0.8% | +1.0% | -1.8% | -1.5% |
| 6M | +6.3% | -2.6% | +8.9% | +6.7% |
| YTD | +14.1% | -0.1% | +14.3% | +13.2% |
| 1Y | +18.0% | +0.5% | +17.5% | +16.8% |
| 3Y | +61.0% | +15.3% | +45.8% | +47.5% |
| 5Y | +45.6% | -26.1% | +71.7% | +58.2% |
| All | +213.4% | +115.7% | +97.6% | +154.3% |
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