-31.2%
SUI vs RVTY
-30.5%
-0.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -2.8% | +1.1% | -3.9% | -3.1% |
| 30D | -1.2% | +13.2% | -14.4% | -4.3% |
| 3M | -1.7% | +27.2% | -29.0% | -8.1% |
| 6M | -10.5% | +32.4% | -42.9% | -17.6% |
| YTD | -1.8% | +34.9% | -36.7% | -10.6% |
| 1Y | -4.1% | +52.4% | -56.5% | -16.3% |
| 3Y | +11.3% | +12.3% | -1.0% | +3.8% |
| All | -31.2% | -30.5% | -0.7% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling