+67.2%
SU vs RRX
+15.2%
+52.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.1% |
| 7D | +2.2% | -0.3% | +2.6% | +2.2% |
| 30D | +8.4% | -6.1% | +14.6% | +8.3% |
| 3M | +12.1% | -23.1% | +35.1% | +11.7% |
| 6M | +19.7% | -19.5% | +39.2% | +19.9% |
| YTD | +58.4% | +16.1% | +42.3% | +54.1% |
| 1Y | +67.2% | +12.9% | +54.3% | +63.2% |
| All | +67.2% | +15.2% | +52.1% | +63.2% |
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