+102.8%
RUN vs SUI
+115.7%
-12.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +2.2% |
| 7D | +33.4% | +6.2% | +27.2% | +27.6% |
| 30D | +31.1% | +8.6% | +22.6% | +22.8% |
| 3M | +6.4% | +1.0% | +5.4% | +5.3% |
| 6M | -22.2% | -2.6% | -19.6% | -21.9% |
| YTD | -45.8% | -0.1% | -45.6% | -46.7% |
| 1Y | -51.1% | +0.5% | -51.6% | -52.4% |
| 3Y | -3.0% | +15.3% | -18.3% | -14.8% |
| 5Y | -82.2% | -26.1% | -56.1% | -78.8% |
| All | +102.8% | +115.7% | -12.9% | +55.9% |
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 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