+104.4%
SUI vs RJF
+428.9%
-324.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | -3.1% | +1.8% | -4.9% | -3.6% |
| 30D | -2.3% | 0.0% | -2.3% | -2.4% |
| 3M | -2.8% | +18.0% | -20.8% | -7.1% |
| 6M | -12.4% | +17.0% | -29.3% | -16.2% |
| YTD | -3.3% | +11.1% | -14.4% | -6.7% |
| 1Y | -5.8% | +8.0% | -13.8% | -8.5% |
| 3Y | +12.5% | +73.3% | -60.8% | -5.8% |
| 5Y | -32.9% | +107.4% | -140.3% | -47.0% |
| 10Y | +104.4% | +428.5% | -324.1% | +44.1% |
| All | +104.4% | +428.9% | -324.5% | +44.1% |
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