+9.6%
WY vs RBA
+189.2%
-179.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.2% |
| 7D | -1.7% | -1.9% | +0.2% | -1.0% |
| 30D | -9.9% | -13.0% | +3.1% | -5.4% |
| 3M | -7.5% | -23.1% | +15.6% | +0.7% |
| 6M | -5.1% | -22.6% | +17.4% | +2.8% |
| YTD | -2.1% | -20.4% | +18.3% | +4.3% |
| 1Y | -7.3% | -29.6% | +22.2% | +3.2% |
| 3Y | -22.6% | +26.6% | -49.2% | -32.7% |
| 5Y | -19.8% | +38.2% | -58.0% | -35.6% |
| 10Y | +9.6% | +194.7% | -185.2% | -42.8% |
| All | +9.6% | +189.2% | -179.6% | -42.8% |
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