+4,177.7%
DELL vs RBA
+189.2%
+3,988.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.5% |
| 7D | +8.7% | -1.9% | +10.6% | +9.4% |
| 30D | +16.9% | -13.0% | +29.9% | +22.4% |
| 3M | +40.4% | -23.1% | +63.5% | +51.7% |
| 6M | +267.1% | -22.6% | +289.7% | +294.9% |
| YTD | +329.1% | -20.4% | +349.5% | +356.6% |
| 1Y | +346.9% | -29.6% | +376.5% | +395.7% |
| 3Y | +696.6% | +26.6% | +670.1% | +619.5% |
| 5Y | +1,106.2% | +38.2% | +1,068.0% | +925.1% |
| 10Y | +4,177.7% | +194.7% | +3,983.0% | +2,541.5% |
| All | +4,177.7% | +189.2% | +3,988.6% | +2,541.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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