+119.1%
SUI vs RVTY
+216.9%
-97.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.5% |
| 7D | -3.8% | +4.1% | -7.9% | -4.8% |
| 30D | +3.9% | +1.3% | +2.7% | +3.2% |
| 3M | +0.2% | +33.3% | -33.0% | -7.8% |
| 6M | -4.2% | +58.3% | -62.5% | -16.2% |
| YTD | -2.5% | +62.7% | -65.2% | -16.3% |
| 1Y | -4.0% | +67.2% | -71.2% | -18.4% |
| 3Y | +16.5% | +87.3% | -70.8% | -6.8% |
| 5Y | -27.2% | -13.4% | -13.8% | -28.4% |
| All | +119.1% | +216.9% | -97.8% | +57.7% |
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