+84.9%
RUN vs SUI
+117.1%
-32.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.9% | -11.9% | -12.1% |
| 7D | +0.3% | +3.4% | -3.1% | -2.1% |
| 30D | +14.0% | +4.6% | +9.4% | +9.9% |
| 3M | -11.8% | +1.6% | -13.3% | -13.0% |
| 6M | -40.4% | -3.5% | -36.9% | -39.7% |
| YTD | -52.7% | -1.0% | -51.7% | -53.1% |
| 1Y | -52.5% | -1.7% | -50.8% | -52.8% |
| 3Y | -7.7% | +18.4% | -26.1% | -20.4% |
| 5Y | -83.9% | -26.3% | -57.5% | -80.6% |
| 10Y | +84.9% | +123.3% | -38.4% | +47.0% |
| All | +84.9% | +117.1% | -32.2% | +47.0% |
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 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