+9.1%
EQT vs RBA
-30.3%
+39.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | -1.2% | -3.3% | +2.1% | -1.1% |
| 30D | +1.1% | -9.8% | +10.9% | +1.2% |
| 3M | +4.8% | -23.5% | +28.3% | +5.5% |
| 6M | -10.6% | -21.5% | +10.9% | -9.7% |
| YTD | +3.4% | -21.2% | +24.6% | +3.9% |
| All | +9.1% | -30.3% | +39.4% | +2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling