-79.4%
RUN vs SUI
-32.1%
-47.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.2% | +5.2% |
| 7D | +10.2% | -3.1% | +13.3% | +13.6% |
| 30D | -9.6% | -2.3% | -7.3% | -7.4% |
| 3M | -31.5% | -2.8% | -28.7% | -30.7% |
| 6M | -18.7% | -12.4% | -6.3% | -8.4% |
| YTD | -49.9% | -3.3% | -46.6% | -49.4% |
| 1Y | -45.5% | -5.8% | -39.7% | -44.2% |
| 3Y | -34.1% | +12.5% | -46.6% | -46.1% |
| 5Y | -79.4% | -32.9% | -46.6% | -74.2% |
| All | -79.4% | -32.1% | -47.3% | -74.2% |
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 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