+734.7%
TT vs RBA
+225.5%
+509.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +0.8% | +3.2% | -2.4% | -0.1% |
| 30D | -11.8% | +12.0% | -23.8% | -15.0% |
| 3M | -11.6% | +2.9% | -14.5% | -12.8% |
| 6M | -9.3% | -6.3% | -3.0% | -8.6% |
| YTD | +8.9% | -5.9% | +14.8% | +8.8% |
| 1Y | -2.2% | -3.9% | +1.6% | -3.0% |
| 3Y | +91.9% | +64.9% | +27.0% | +58.1% |
| 5Y | +136.0% | +48.5% | +87.5% | +95.7% |
| 10Y | +734.7% | +211.8% | +522.9% | +399.0% |
| All | +734.7% | +225.5% | +509.3% | +399.0% |
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