+355.7%
SU vs RBA
+36.6%
+319.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | 0.0% |
| 7D | +1.7% | -3.3% | +4.9% | +2.2% |
| 30D | +9.6% | -9.8% | +19.4% | +11.5% |
| 3M | +11.7% | -23.5% | +35.2% | +16.4% |
| 6M | +21.9% | -21.5% | +43.4% | +26.1% |
| YTD | +58.6% | -21.2% | +79.8% | +63.1% |
| 1Y | +66.5% | -30.2% | +96.7% | +75.8% |
| 3Y | +121.4% | +25.3% | +96.1% | +102.7% |
| 5Y | +355.7% | +35.1% | +320.6% | +314.8% |
| All | +355.7% | +36.6% | +319.1% | +314.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling