+185.7%
RBA vs SUI
+110.1%
+75.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.4% |
| 7D | -2.9% | -2.8% | -0.1% | -2.0% |
| 30D | -12.3% | -1.2% | -11.1% | -12.0% |
| 3M | -20.5% | -1.7% | -18.8% | -20.2% |
| 6M | -18.5% | -10.5% | -8.1% | -15.8% |
| YTD | -18.2% | -1.8% | -16.4% | -18.1% |
| 1Y | -27.5% | -4.1% | -23.4% | -26.9% |
| 3Y | +38.1% | +11.3% | +26.8% | +30.1% |
| 5Y | +44.8% | -32.1% | +76.9% | +59.9% |
| All | +185.7% | +110.1% | +75.6% | +144.3% |
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