+377.5%
UUUU vs RBA
+207.2%
+170.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.8% |
| 7D | -1.1% | +1.7% | -2.8% | -1.8% |
| 30D | -21.0% | +8.3% | -29.3% | -24.1% |
| 3M | -54.8% | +10.5% | -65.3% | -57.2% |
| 6M | -67.3% | -5.9% | -61.5% | -67.2% |
| YTD | -54.7% | -6.9% | -47.8% | -54.6% |
| 1Y | -57.4% | -4.9% | -52.6% | -57.8% |
| 3Y | -19.6% | +64.5% | -84.1% | -40.3% |
| 5Y | -40.0% | +46.1% | -86.1% | -54.3% |
| All | +377.5% | +207.2% | +170.4% | +150.2% |
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 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