+209.9%
RBA vs SUI
+120.9%
+89.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | +0.6% | -2.4% | +3.1% | +1.4% |
| 30D | +9.0% | +3.3% | +5.6% | +7.7% |
| 3M | +7.2% | +0.7% | +6.5% | +6.7% |
| 6M | -7.8% | -4.1% | -3.6% | -6.8% |
| YTD | -6.4% | -1.8% | -4.5% | -6.3% |
| 1Y | -4.2% | -4.1% | -0.1% | -3.4% |
| 3Y | +64.1% | +17.4% | +46.7% | +51.6% |
| 5Y | +48.4% | -27.0% | +75.4% | +60.1% |
| 10Y | +209.9% | +121.2% | +88.7% | +142.6% |
| All | +209.9% | +120.9% | +89.0% | +142.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling