+467.0%
TEAM vs RBA
+236.6%
+230.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | 0.0% |
| 7D | -17.2% | +2.5% | -19.7% | -17.8% |
| 30D | -25.1% | +11.6% | -36.7% | -27.9% |
| 3M | +3.9% | +1.5% | +2.4% | +3.0% |
| 6M | +69.1% | -6.6% | +75.7% | +71.4% |
| YTD | -4.5% | -6.3% | +1.8% | -3.6% |
| 1Y | -1.9% | -4.0% | +2.1% | -1.8% |
| 3Y | -9.3% | +47.3% | -56.6% | -21.8% |
| 5Y | -65.2% | +47.7% | -112.8% | -70.8% |
| 10Y | +467.0% | +224.7% | +242.3% | +279.6% |
| All | +467.0% | +236.6% | +230.4% | +279.6% |
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