-57.8%
UUUU vs RBA
-2.0%
-55.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.1% |
| 7D | -14.4% | +12.7% | -27.1% | -16.2% |
| 30D | -33.6% | +15.5% | -49.2% | -35.3% |
| 3M | -44.2% | -14.0% | -30.1% | -41.3% |
| 6M | -66.8% | -8.8% | -58.0% | -66.2% |
| YTD | -50.6% | -6.9% | -43.7% | -54.3% |
| 1Y | -57.8% | -3.0% | -54.8% | -62.2% |
| All | -57.8% | -2.0% | -55.8% | -62.2% |
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