+80.9%
TFC vs RBA
+225.5%
-144.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +1.7% | +3.2% | -1.5% | +0.6% |
| 30D | +9.0% | +12.0% | -3.0% | +4.7% |
| 3M | -2.1% | +2.9% | -5.0% | -3.5% |
| 6M | +3.4% | -6.3% | +9.6% | +4.3% |
| YTD | +5.3% | -5.9% | +11.2% | +5.7% |
| 1Y | +16.2% | -3.9% | +20.1% | +15.7% |
| 3Y | +94.8% | +64.9% | +29.9% | +58.2% |
| 5Y | -0.7% | +48.5% | -49.1% | -18.4% |
| 10Y | +80.9% | +211.8% | -130.9% | -2.3% |
| All | +80.9% | +225.5% | -144.6% | -2.3% |
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