+265.2%
SU vs RBA
+206.5%
+58.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -1.2% |
| 7D | +2.2% | +0.1% | +2.2% | +2.2% |
| 30D | +8.4% | -2.9% | +11.4% | +9.2% |
| 3M | +12.1% | -20.9% | +33.0% | +18.6% |
| 6M | +19.7% | -17.7% | +37.3% | +24.6% |
| YTD | +58.4% | -18.2% | +76.6% | +64.2% |
| 1Y | +67.2% | -29.1% | +96.3% | +81.0% |
| 3Y | +125.0% | +29.5% | +95.5% | +96.2% |
| 5Y | +355.1% | +40.2% | +314.8% | +274.1% |
| All | +265.2% | +206.5% | +58.7% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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