-85.5%
RUN vs SUI
-27.8%
-57.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.3% | -5.3% |
| 7D | -13.7% | -3.8% | -9.9% | -10.2% |
| 30D | +9.4% | +3.9% | +5.4% | +4.7% |
| 3M | -13.4% | +0.2% | -13.6% | -14.1% |
| 6M | -39.6% | -4.2% | -35.4% | -38.4% |
| YTD | -53.7% | -2.5% | -51.2% | -53.9% |
| 1Y | -56.2% | -4.0% | -52.1% | -55.8% |
| 3Y | -9.7% | +16.5% | -26.3% | -30.0% |
| 5Y | -85.5% | -27.2% | -58.3% | -81.4% |
| All | -85.5% | -27.8% | -57.7% | -81.4% |
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