+129.6%
TD vs RBA
+42.3%
+87.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.8% | -0.3% |
| 7D | -1.7% | +4.3% | -6.0% | -2.3% |
| 30D | +8.2% | +16.3% | -8.1% | +5.5% |
| 3M | +1.7% | +1.3% | +0.4% | +1.3% |
| 6M | +14.2% | -11.1% | +25.3% | +15.7% |
| YTD | +32.8% | -8.5% | +41.2% | +33.2% |
| 1Y | +55.5% | -2.1% | +57.6% | +53.9% |
| 3Y | +129.6% | +44.6% | +85.1% | +114.2% |
| All | +129.6% | +42.3% | +87.3% | +114.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling