+4,083.5%
SUI vs RVTY
+2,517.0%
+1,566.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.0% |
| 7D | +6.2% | -1.2% | +7.4% | +6.2% |
| 30D | +8.6% | +1.0% | +7.6% | +8.0% |
| 3M | +1.0% | +35.8% | -34.8% | -5.5% |
| 6M | -2.6% | +56.7% | -59.3% | -11.8% |
| YTD | -0.1% | +60.7% | -60.8% | -10.6% |
| 1Y | +0.5% | +73.7% | -73.2% | -11.6% |
| 3Y | +15.3% | +82.8% | -67.5% | -1.1% |
| 5Y | -26.1% | -7.0% | -19.1% | -28.5% |
| 10Y | +117.8% | +212.3% | -94.5% | +64.9% |
| All | +4,083.5% | +2,517.0% | +1,566.4% | +2,293.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling