+45.4%
RSP vs SUI
-26.3%
+71.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.1% |
| 7D | -1.0% | +6.2% | -7.3% | -3.1% |
| 30D | +2.6% | +8.6% | -6.0% | -0.5% |
| 3M | -0.8% | +1.0% | -1.8% | -1.4% |
| 6M | +6.3% | -2.6% | +8.9% | +6.7% |
| YTD | +14.1% | -0.1% | +14.3% | +13.3% |
| 1Y | +18.0% | +0.5% | +17.5% | +16.9% |
| 3Y | +61.0% | +15.3% | +45.8% | +47.9% |
| All | +45.4% | -26.3% | +71.7% | +61.9% |
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