+46.5%
RBA vs SUI
+16.8%
+29.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +7.3% | +8.8% | -1.4% | +5.2% |
| 30D | +16.9% | +8.9% | +8.0% | +14.4% |
| 3M | -0.5% | +2.0% | -2.5% | -1.2% |
| 6M | -10.4% | -0.6% | -9.8% | -10.6% |
| YTD | -7.2% | +1.3% | -8.6% | -7.9% |
| 1Y | -2.2% | +1.3% | -3.5% | -2.9% |
| All | +46.5% | +16.8% | +29.7% | +35.9% |
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