+86.2%
SU vs RRX
+30.0%
+56.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.6% | -0.9% | -4.7% |
| 7D | -7.1% | +7.6% | -14.7% | -6.7% |
| 30D | +4.8% | +7.5% | -2.8% | +5.3% |
| 3M | +12.5% | -21.0% | +33.5% | +12.0% |
| 6M | +6.5% | -18.1% | +24.5% | +6.6% |
| YTD | +65.8% | +24.3% | +41.5% | +64.8% |
| 1Y | +86.2% | +29.3% | +56.8% | +86.4% |
| All | +86.2% | +30.0% | +56.1% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling