+497.8%
UUUU vs RBA
+195.3%
+302.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.0% | -5.4% | -5.9% |
| 7D | -5.0% | -3.3% | -1.7% | -3.5% |
| 30D | -7.8% | -9.8% | +2.0% | -3.5% |
| 3M | -0.4% | -23.5% | +23.0% | +11.0% |
| 6M | -32.9% | -21.5% | -11.4% | -26.3% |
| YTD | -6.3% | -21.2% | +14.9% | +2.0% |
| 1Y | +7.9% | -30.2% | +38.1% | +24.7% |
| 3Y | +85.2% | +25.3% | +59.9% | +57.5% |
| 5Y | +97.0% | +35.1% | +61.9% | +56.1% |
| All | +497.8% | +195.3% | +302.6% | +238.4% |
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