+1,179.9%
URI vs RBA
+187.5%
+992.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -2.0% | -2.9% | +0.9% | -0.5% |
| 30D | -12.9% | -12.3% | -0.6% | -7.3% |
| 3M | -6.7% | -20.5% | +13.8% | +3.1% |
| 6M | +19.0% | -18.5% | +37.5% | +29.9% |
| YTD | +25.5% | -18.2% | +43.8% | +35.9% |
| 1Y | +5.5% | -27.5% | +33.0% | +21.3% |
| 3Y | +111.3% | +38.1% | +73.2% | +68.0% |
| 5Y | +198.6% | +44.8% | +153.8% | +120.3% |
| All | +1,179.9% | +187.5% | +992.4% | +441.3% |
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