+13.7%
WBD vs RBA
+189.2%
-175.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | -1.7% | -1.9% | +0.2% | -1.2% |
| 30D | +3.9% | -13.0% | +16.8% | +7.6% |
| 3M | +5.1% | -23.1% | +28.2% | +11.6% |
| 6M | +0.6% | -22.6% | +23.2% | +6.4% |
| YTD | -3.2% | -20.4% | +17.2% | +1.0% |
| 1Y | +127.7% | -29.6% | +157.2% | +145.9% |
| 3Y | +146.6% | +26.6% | +120.0% | +125.8% |
| 5Y | +4.2% | +38.2% | -34.0% | -8.2% |
| 10Y | +13.7% | +194.7% | -181.1% | -27.2% |
| All | +13.7% | +189.2% | -175.5% | -27.2% |
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