+123.3%
SUI vs RVTY
+212.9%
-89.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | +3.4% | -2.7% | +6.1% | +4.0% |
| 30D | +4.6% | +3.2% | +1.4% | +3.3% |
| 3M | +1.6% | +37.2% | -35.6% | -7.2% |
| 6M | -3.5% | +57.7% | -61.2% | -15.4% |
| YTD | -1.0% | +64.8% | -65.9% | -15.2% |
| 1Y | -1.7% | +72.8% | -74.6% | -17.1% |
| 3Y | +18.4% | +89.8% | -71.4% | -5.7% |
| 5Y | -26.3% | -8.4% | -17.9% | -28.7% |
| 10Y | +123.3% | +219.5% | -96.1% | +60.6% |
| All | +123.3% | +212.9% | -89.6% | +60.6% |
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