+245.3%
UNH vs RBA
+189.2%
+56.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.3% | -1.8% |
| 7D | -1.7% | -1.9% | +0.2% | -1.2% |
| 30D | -3.8% | -13.0% | +9.1% | -1.0% |
| 3M | -4.3% | -23.1% | +18.8% | +0.8% |
| 6M | +38.6% | -22.6% | +61.2% | +45.5% |
| YTD | +20.7% | -20.4% | +41.1% | +25.2% |
| 1Y | +16.0% | -29.6% | +45.6% | +23.7% |
| 3Y | -13.5% | +26.6% | -40.0% | -21.5% |
| 5Y | +3.5% | +38.2% | -34.7% | -11.1% |
| 10Y | +245.3% | +194.7% | +50.6% | +116.1% |
| All | +245.3% | +189.2% | +56.2% | +116.1% |
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