+1,135.8%
URI vs RBA
+207.2%
+928.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.7% |
| 7D | +6.7% | +1.7% | +5.0% | +5.8% |
| 30D | +8.9% | +8.3% | +0.5% | +4.4% |
| 3M | +0.5% | +10.5% | -10.0% | -5.1% |
| 6M | +20.7% | -5.9% | +26.5% | +21.5% |
| YTD | +40.0% | -6.9% | +46.9% | +41.3% |
| 1Y | +34.4% | -4.9% | +39.3% | +34.1% |
| 3Y | +149.5% | +64.5% | +85.0% | +83.0% |
| 5Y | +205.6% | +46.1% | +159.5% | +129.0% |
| All | +1,135.8% | +207.2% | +928.7% | +428.3% |
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