+25.9%
URI vs RBA
-3.3%
+29.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.5% | +1.5% |
| 7D | -9.8% | +4.3% | -14.1% | -11.0% |
| 30D | +1.7% | +16.3% | -14.6% | -3.0% |
| 3M | -9.1% | +1.3% | -10.4% | -9.4% |
| 6M | +9.9% | -11.1% | +20.9% | +12.2% |
| YTD | +31.2% | -8.5% | +39.7% | +27.7% |
| 1Y | +25.9% | -2.1% | +28.1% | +18.3% |
| All | +25.9% | -3.3% | +29.2% | +18.3% |
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 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