+179.3%
EXE vs RBA
+57.8%
+121.5%
-29.7%
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 | +0.3% | -2.0% | +2.3% | +0.5% |
| 7D | -1.8% | -1.1% | -0.7% | -1.7% |
| 30D | +6.4% | -13.2% | +19.6% | +8.1% |
| 3M | +9.2% | -21.4% | +30.6% | +12.1% |
| 6M | -7.0% | -20.9% | +13.9% | -4.7% |
| YTD | -9.5% | -19.9% | +10.4% | -7.6% |
| 1Y | +6.2% | -28.7% | +34.9% | +10.0% |
| 3Y | +20.7% | +27.4% | -6.7% | +16.1% |
| 5Y | +103.6% | +41.7% | +61.9% | +90.3% |
| All | +179.3% | +57.8% | +121.5% | +158.4% |
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