+46.1%
RSP vs SUI
-25.7%
+71.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.1% |
| 7D | -1.4% | +8.8% | -10.2% | -4.3% |
| 30D | +2.1% | +8.9% | -6.8% | -1.0% |
| 3M | -0.9% | +2.0% | -3.0% | -1.9% |
| 6M | +7.5% | -0.6% | +8.2% | +7.2% |
| YTD | +14.6% | +1.3% | +13.2% | +13.2% |
| 1Y | +17.6% | +1.3% | +16.4% | +16.2% |
| 3Y | +60.8% | +16.3% | +44.5% | +47.3% |
| 5Y | +46.1% | -25.1% | +71.2% | +62.0% |
| All | +46.1% | -25.7% | +71.8% | +62.0% |
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