+64.5%
RBA vs SUI
+18.2%
+46.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.7% |
| 7D | +1.7% | -1.5% | +3.2% | +2.1% |
| 30D | +8.3% | +3.7% | +4.6% | +7.3% |
| 3M | +10.5% | -0.4% | +10.9% | +10.4% |
| 6M | -5.9% | -2.8% | -3.1% | -5.5% |
| YTD | -6.9% | -1.6% | -5.3% | -6.8% |
| 1Y | -4.9% | -2.1% | -2.8% | -4.7% |
| 3Y | +64.5% | +18.5% | +46.0% | +50.7% |
| All | +64.5% | +18.2% | +46.3% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling