+1,213.1%
URI vs RBA
+209.3%
+1,003.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.4% |
| 7D | +2.6% | +0.6% | +2.0% | +2.3% |
| 30D | +9.1% | +9.0% | +0.1% | +4.3% |
| 3M | +1.0% | +7.2% | -6.2% | -3.1% |
| 6M | +23.3% | -7.8% | +31.1% | +25.6% |
| YTD | +43.3% | -6.4% | +49.7% | +44.2% |
| 1Y | +35.9% | -4.2% | +40.1% | +35.1% |
| 3Y | +158.6% | +64.1% | +94.6% | +90.0% |
| 5Y | +213.1% | +48.4% | +164.7% | +132.6% |
| 10Y | +1,213.1% | +209.9% | +1,003.1% | +460.8% |
| All | +1,213.1% | +209.3% | +1,003.7% | +460.8% |
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 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