+45.5%
RUN vs SUI
+108.4%
-62.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +1.3% | -2.8% | +4.1% | +3.5% |
| 30D | -15.3% | -1.2% | -14.1% | -14.4% |
| 3M | -40.0% | -1.7% | -38.3% | -39.9% |
| 6M | -27.0% | -10.5% | -16.5% | -21.4% |
| YTD | -51.7% | -1.8% | -49.8% | -51.7% |
| 1Y | -45.9% | -4.1% | -41.8% | -45.4% |
| 3Y | -43.8% | +11.3% | -55.0% | -48.9% |
| 5Y | -80.5% | -32.1% | -48.4% | -75.4% |
| All | +45.5% | +108.4% | -62.9% | +13.1% |
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 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