+294.5%
TD vs RBA
+204.3%
+90.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | +0.6% | -0.5% | +1.1% | +0.7% |
| 30D | +5.0% | +6.8% | -1.9% | +3.3% |
| 3M | +1.1% | +9.5% | -8.4% | -1.2% |
| 6M | +16.5% | -8.2% | +24.7% | +17.7% |
| YTD | +34.3% | -7.7% | +42.0% | +35.0% |
| 1Y | +52.9% | -6.9% | +59.8% | +53.3% |
| 3Y | +132.2% | +61.6% | +70.6% | +101.2% |
| 5Y | +101.9% | +44.7% | +57.2% | +76.1% |
| All | +294.5% | +204.3% | +90.3% | +161.1% |
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