+1,151.9%
URI vs RBA
+204.3%
+947.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.3% |
| 7D | +9.3% | -0.5% | +9.9% | +9.7% |
| 30D | +7.6% | +6.8% | +0.7% | +3.9% |
| 3M | +1.0% | +9.5% | -8.4% | -4.1% |
| 6M | +19.8% | -8.2% | +28.1% | +22.3% |
| YTD | +41.9% | -7.7% | +49.6% | +43.8% |
| 1Y | +33.4% | -6.9% | +40.3% | +34.6% |
| 3Y | +156.0% | +61.6% | +94.4% | +89.5% |
| 5Y | +209.5% | +44.7% | +164.8% | +133.0% |
| All | +1,151.9% | +204.3% | +947.6% | +437.7% |
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