+223.9%
WBD vs RBA
+1,025.7%
-801.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.3% |
| 7D | +3.1% | +3.5% | -0.4% | +2.0% |
| 30D | +34.4% | -3.1% | +37.5% | +35.6% |
| 3M | +110.6% | -11.7% | +122.4% | +118.3% |
| 6M | +153.4% | -4.7% | +158.0% | +156.2% |
| YTD | +117.4% | +12.3% | +105.1% | +111.1% |
| 1Y | +150.3% | +10.6% | +139.7% | +144.0% |
| 3Y | +112.8% | +101.3% | +11.5% | +71.6% |
| 5Y | +0.3% | +64.4% | -64.1% | -17.1% |
| 10Y | -23.6% | +348.8% | -372.4% | -56.2% |
| All | +223.9% | +1,025.7% | -801.8% | +33.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling