+26.9%
XLV vs RBA
-26.5%
+53.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.4% | -1.1% |
| 7D | +0.2% | -2.9% | +3.1% | +0.4% |
| 30D | +4.4% | -12.3% | +16.7% | +5.3% |
| 3M | +13.2% | -20.5% | +33.8% | +14.6% |
| 6M | +10.1% | -18.5% | +28.6% | +10.9% |
| YTD | +11.7% | -18.2% | +29.9% | +11.7% |
| 1Y | +26.9% | -27.5% | +54.4% | +30.8% |
| All | +26.9% | -26.5% | +53.5% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling