+121.2%
SUI vs RJF
+334.0%
-212.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -2.4% | -0.9% | -1.5% | -2.2% |
| 30D | +3.3% | +5.3% | -2.0% | +1.9% |
| 3M | +0.7% | -6.8% | +7.5% | +2.4% |
| 6M | -4.1% | +11.4% | -15.6% | -7.2% |
| YTD | -1.8% | +5.5% | -7.4% | -4.1% |
| 1Y | -4.1% | +3.7% | -7.7% | -5.9% |
| 3Y | +17.4% | +73.4% | -56.0% | -2.5% |
| 5Y | -27.0% | +78.3% | -105.4% | -40.6% |
| 10Y | +121.2% | +328.4% | -207.2% | +45.4% |
| All | +121.2% | +334.0% | -212.8% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 10y: compounded portfolio wealth divided by compounded RJF 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…
10y analysis · Full analysis span regression · 6 months rolling