+2.2%
TEAM vs RBA
-28.4%
+30.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -5.0% | -6.1% |
| 7D | -5.7% | -1.1% | -4.6% | -5.2% |
| 30D | +18.3% | -13.2% | +31.6% | +25.0% |
| 3M | +80.2% | -21.4% | +101.6% | +93.6% |
| 6M | +111.0% | -20.9% | +131.8% | +125.8% |
| YTD | +8.8% | -19.9% | +28.7% | +16.2% |
| 1Y | +2.2% | -28.7% | +30.8% | +12.2% |
| All | +2.2% | -28.4% | +30.5% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling