+132.1%
WFC vs RBA
+182.6%
-50.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.6% |
| 7D | +1.1% | -1.1% | +2.1% | +1.4% |
| 30D | +0.8% | -13.2% | +14.0% | +5.1% |
| 3M | +9.3% | -21.4% | +30.6% | +16.5% |
| 6M | +10.6% | -20.9% | +31.5% | +17.5% |
| YTD | -4.1% | -19.9% | +15.8% | +1.2% |
| 1Y | +13.6% | -28.7% | +42.2% | +24.2% |
| 3Y | +130.7% | +27.4% | +103.3% | +107.4% |
| 5Y | +126.7% | +41.7% | +85.0% | +90.3% |
| 10Y | +132.1% | +189.6% | -57.5% | +34.0% |
| All | +132.1% | +182.6% | -50.4% | +34.0% |
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