+117.8%
SUI vs RVTY
+206.3%
-88.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.2% |
| 7D | +6.2% | -1.2% | +7.4% | +6.2% |
| 30D | +8.6% | +1.0% | +7.6% | +7.8% |
| 3M | +1.0% | +35.8% | -34.8% | -7.5% |
| 6M | -2.6% | +56.7% | -59.3% | -14.5% |
| YTD | -0.1% | +60.7% | -60.8% | -13.9% |
| 1Y | +0.5% | +73.7% | -73.2% | -15.4% |
| 3Y | +15.3% | +82.8% | -67.5% | -7.1% |
| 5Y | -26.1% | -7.0% | -19.1% | -28.8% |
| All | +117.8% | +206.3% | -88.5% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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