+28.9%
UUUU vs RBA
-26.5%
+55.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -1.4% | -2.9% | +1.6% | -0.5% |
| 30D | +16.3% | -12.3% | +28.6% | +21.0% |
| 3M | -16.7% | -20.5% | +3.8% | -12.0% |
| 6M | -33.7% | -18.5% | -15.1% | -31.2% |
| YTD | -0.5% | -18.2% | +17.7% | -1.9% |
| 1Y | +28.9% | -27.5% | +56.4% | +28.6% |
| All | +28.9% | -26.5% | +55.4% | +28.6% |
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