+296.7%
TD vs RBA
+182.6%
+114.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.5% |
| 7D | +0.9% | -1.1% | +1.9% | +1.1% |
| 30D | -0.7% | -13.2% | +12.6% | +2.5% |
| 3M | +6.3% | -21.4% | +27.6% | +11.5% |
| 6M | +27.9% | -20.9% | +48.8% | +33.8% |
| YTD | +29.8% | -19.9% | +49.7% | +35.0% |
| 1Y | +63.7% | -28.7% | +92.3% | +74.8% |
| 3Y | +128.3% | +27.4% | +100.9% | +109.1% |
| 5Y | +125.5% | +41.7% | +83.8% | +96.3% |
| 10Y | +296.7% | +189.6% | +107.1% | +164.3% |
| All | +296.7% | +182.6% | +114.1% | +164.3% |
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