+15.0%
UNH vs RBA
-30.1%
+45.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -3.2% | -3.3% | +0.1% | -3.0% |
| 30D | -3.5% | -9.8% | +6.3% | -2.8% |
| 3M | -4.2% | -23.5% | +19.3% | -2.9% |
| 6M | +38.3% | -21.5% | +59.8% | +39.3% |
| YTD | +19.2% | -21.2% | +40.4% | +16.1% |
| 1Y | +15.0% | -30.2% | +45.2% | +11.8% |
| All | +15.0% | -30.1% | +45.1% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling