+196.8%
TSCO vs RBA
+207.2%
-10.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | +0.3% | +1.7% | -1.5% | -0.2% |
| 30D | +11.3% | +8.3% | +3.0% | +9.0% |
| 3M | +1.5% | +10.5% | -9.1% | -1.4% |
| 6M | +24.0% | -5.9% | +29.8% | +24.9% |
| YTD | -25.7% | -6.9% | -18.8% | -25.4% |
| 1Y | -33.6% | -4.9% | -28.7% | -33.7% |
| 3Y | -1.5% | +64.5% | -66.0% | -16.1% |
| 5Y | -9.6% | +46.1% | -55.7% | -22.5% |
| All | +196.8% | +207.2% | -10.4% | +103.4% |
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