+4,215.4%
URI vs RBA
+4,058.7%
+156.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.8% | -7.0% |
| 7D | -12.9% | +7.3% | -20.3% | -15.9% |
| 30D | -3.4% | +16.9% | -20.3% | -10.5% |
| 3M | -10.0% | -0.5% | -9.5% | -10.6% |
| 6M | +12.2% | -10.4% | +22.6% | +15.7% |
| YTD | +29.8% | -7.2% | +37.0% | +31.2% |
| 1Y | +24.6% | -2.2% | +26.9% | +22.9% |
| 3Y | +137.6% | +43.7% | +93.9% | +91.1% |
| 5Y | +176.6% | +38.7% | +137.9% | +119.2% |
| 10Y | +1,402.6% | +231.7% | +1,170.8% | +657.8% |
| All | +4,215.4% | +4,058.7% | +156.7% | +753.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling