+82.2%
UBER vs RBA
+178.2%
-96.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.9% | -2.9% | -1.0% | -2.4% |
| 30D | +11.1% | -12.3% | +23.4% | +18.3% |
| 3M | +4.9% | -20.5% | +25.4% | +16.5% |
| 6M | -1.2% | -18.5% | +17.4% | +7.9% |
| YTD | -7.3% | -18.2% | +10.9% | +0.1% |
| 1Y | -17.6% | -27.5% | +9.9% | -5.6% |
| 3Y | +61.1% | +38.1% | +23.0% | +27.5% |
| 5Y | +87.9% | +44.8% | +43.1% | +36.2% |
| All | +82.2% | +178.2% | -96.0% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling