+6.3%
RBIL vs SPY
+29.1%
-22.8%
-0.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +0.2% | -2.0% | +2.1% | +0.1% |
| 30D | +0.6% | -1.7% | +2.2% | +0.5% |
| 3M | +0.5% | +4.7% | -4.3% | +0.6% |
| 6M | +2.4% | +12.5% | -10.1% | +2.6% |
| YTD | +3.3% | +11.7% | -8.5% | +3.5% |
| 1Y | +4.0% | +17.5% | -13.5% | +4.3% |
| All | +6.3% | +29.1% | -22.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling