-3.0%
RBA vs SUI
+1.6%
-4.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.2% | -3.1% | +0.6% |
| 7D | +12.7% | +10.0% | +2.6% | +9.7% |
| 30D | +15.5% | +8.4% | +7.1% | +12.6% |
| 3M | -14.0% | +0.7% | -14.7% | -14.7% |
| 6M | -8.8% | -0.9% | -7.9% | -9.1% |
| YTD | -6.9% | +0.6% | -7.6% | -7.7% |
| 1Y | -3.0% | +0.8% | -3.7% | -4.1% |
| All | -3.0% | +1.6% | -4.6% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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