+487.5%
RVMD vs SUI
-26.3%
+513.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.5% | +9.7% | +9.0% |
| 7D | +0.5% | +6.2% | -5.7% | -3.0% |
| 30D | -4.3% | +8.6% | -12.9% | -9.2% |
| 3M | -2.8% | +1.0% | -3.8% | -4.1% |
| 6M | +27.3% | -2.6% | +29.9% | +27.0% |
| YTD | +141.4% | -0.1% | +141.5% | +136.8% |
| 1Y | +213.3% | +0.5% | +212.8% | +206.0% |
| 3Y | +792.7% | +15.3% | +777.4% | +660.4% |
| All | +487.5% | -26.3% | +513.8% | +617.9% |
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