+1,127.7%
RSP vs SUI
+1,086.2%
+41.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | -0.8% | -2.8% | +2.1% | +0.4% |
| 30D | -0.3% | -1.2% | +0.8% | +0.1% |
| 3M | +4.3% | -1.7% | +6.0% | +4.7% |
| 6M | +8.8% | -10.5% | +19.3% | +13.4% |
| YTD | +15.3% | -1.8% | +17.1% | +15.4% |
| 1Y | +18.3% | -4.1% | +22.4% | +19.4% |
| 3Y | +52.8% | +11.3% | +41.5% | +41.7% |
| 5Y | +51.7% | -32.1% | +83.8% | +70.3% |
| 10Y | +208.5% | +110.4% | +98.0% | +106.7% |
| All | +1,127.7% | +1,086.2% | +41.5% | +227.2% |
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 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