+776.8%
RVMD vs SUI
+18.2%
+758.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.6% |
| 7D | -10.4% | -1.5% | -8.9% | -10.0% |
| 30D | -11.0% | +3.7% | -14.7% | -12.3% |
| 3M | -14.7% | -0.4% | -14.3% | -14.9% |
| 6M | +14.9% | -2.8% | +17.7% | +14.9% |
| YTD | +116.3% | -1.6% | +117.9% | +115.2% |
| 1Y | +167.6% | -2.1% | +169.7% | +166.8% |
| 3Y | +776.8% | +18.5% | +758.3% | +646.8% |
| All | +776.8% | +18.2% | +758.6% | +646.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling