+499.2%
NOW vs RBA
+224.6%
+274.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.1% |
| 7D | -3.0% | +4.3% | -7.3% | -4.4% |
| 30D | -26.0% | +16.3% | -42.4% | -30.3% |
| 3M | -13.1% | +1.3% | -14.4% | -14.1% |
| 6M | +14.5% | -11.1% | +25.6% | +17.7% |
| YTD | -33.4% | -8.5% | -25.0% | -33.0% |
| 1Y | -40.6% | -2.1% | -38.5% | -41.7% |
| 3Y | -16.3% | +44.6% | -60.9% | -30.0% |
| 5Y | -26.3% | +36.8% | -63.2% | -38.8% |
| All | +499.2% | +224.6% | +274.6% | +281.3% |
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