+107.3%
DG vs RBA
+182.6%
-75.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.7% |
| 7D | -2.5% | -1.1% | -1.4% | -2.3% |
| 30D | +1.0% | -13.2% | +14.2% | +3.4% |
| 3M | +20.3% | -21.4% | +41.7% | +25.0% |
| 6M | -11.7% | -20.9% | +9.1% | -8.5% |
| YTD | -2.3% | -19.9% | +17.5% | +0.7% |
| 1Y | +20.0% | -28.7% | +48.7% | +26.1% |
| 3Y | +7.2% | +27.4% | -20.2% | +0.8% |
| 5Y | -37.9% | +41.7% | -79.7% | -44.1% |
| 10Y | +107.3% | +189.6% | -82.3% | +55.7% |
| All | +107.3% | +182.6% | -75.3% | +55.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling