+7,807.1%
SU vs RMD
+35,656.8%
-27,849.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.3% |
| 7D | -1.0% | -4.5% | +3.5% | -0.3% |
| 30D | +13.7% | +4.6% | +9.1% | +12.9% |
| 3M | +8.0% | +14.8% | -6.8% | +5.5% |
| 6M | +21.0% | -12.1% | +33.1% | +22.6% |
| YTD | +56.2% | -7.5% | +63.7% | +57.0% |
| 1Y | +72.2% | -20.1% | +92.3% | +76.6% |
| 3Y | +118.1% | +53.9% | +64.2% | +99.7% |
| 5Y | +350.3% | -22.2% | +372.5% | +350.9% |
| 10Y | +248.5% | +268.2% | -19.8% | +175.3% |
| All | +7,807.1% | +35,656.8% | -27,849.7% | +5,273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling