+1,980.5%
NOW vs RBA
+504.3%
+1,476.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.8% |
| 7D | -6.7% | +7.3% | -14.0% | -8.7% |
| 30D | -25.8% | +16.9% | -42.8% | -29.8% |
| 3M | -12.7% | -0.5% | -12.2% | -13.1% |
| 6M | +11.2% | -10.4% | +21.7% | +13.8% |
| YTD | -33.2% | -7.2% | -26.0% | -33.0% |
| 1Y | -41.8% | -2.2% | -39.6% | -42.6% |
| 3Y | -15.7% | +43.7% | -59.4% | -27.6% |
| 5Y | -26.0% | +38.7% | -64.7% | -37.3% |
| 10Y | +515.1% | +231.7% | +283.4% | +300.3% |
| All | +1,980.5% | +504.3% | +1,476.2% | +1,074.6% |
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