+170.3%
WY vs RBA
+4,035.9%
-3,865.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.5% |
| 7D | -5.4% | -0.5% | -4.9% | -5.2% |
| 30D | +7.9% | +6.8% | +1.0% | +5.6% |
| 3M | -16.6% | +9.5% | -26.1% | -19.1% |
| 6M | -11.2% | -8.2% | -3.0% | -9.5% |
| YTD | -11.3% | -7.7% | -3.6% | -10.4% |
| 1Y | -5.5% | -6.9% | +1.4% | -4.8% |
| 3Y | -25.4% | +61.6% | -87.1% | -38.1% |
| 5Y | -32.4% | +44.7% | -77.1% | -43.6% |
| 10Y | +3.8% | +205.3% | -201.6% | -34.1% |
| All | +170.3% | +4,035.9% | -3,865.6% | -1.4% |
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