+582.3%
RVMD vs SUI
-32.0%
+614.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +1.0% | -2.8% | +3.9% | +2.7% |
| 30D | +6.4% | -1.2% | +7.6% | +6.9% |
| 3M | +34.9% | -1.7% | +36.6% | +34.9% |
| 6M | +107.6% | -10.5% | +118.0% | +119.3% |
| YTD | +163.7% | -1.8% | +165.5% | +162.8% |
| 1Y | +439.2% | -4.1% | +443.3% | +444.8% |
| 3Y | +499.2% | +11.3% | +487.9% | +428.0% |
| All | +582.3% | -32.0% | +614.3% | +721.7% |
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