+71.0%
UBER vs RBA
+170.9%
-99.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | -7.0% | -1.9% | -5.1% | -6.1% |
| 30D | -8.9% | -13.0% | +4.1% | -2.5% |
| 3M | +1.0% | -23.1% | +24.1% | +14.1% |
| 6M | -3.7% | -22.6% | +18.9% | +8.0% |
| YTD | -13.0% | -20.4% | +7.4% | -4.8% |
| 1Y | -25.5% | -29.6% | +4.1% | -13.4% |
| 3Y | +50.5% | +26.6% | +23.9% | +24.9% |
| 5Y | +76.2% | +38.2% | +38.0% | +31.4% |
| All | +71.0% | +170.9% | -99.9% | -49.0% |
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