+18.3%
NOW vs RCL
+179.1%
-160.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | -2.4% | -5.1% | +2.7% | -1.3% |
| 30D | +20.5% | -19.0% | +39.5% | +26.1% |
| 3M | +18.3% | -9.6% | +27.9% | +20.5% |
| 6M | +24.1% | -6.7% | +30.8% | +24.7% |
| YTD | -7.8% | -3.9% | -3.9% | -9.7% |
| 1Y | -21.4% | -25.1% | +3.7% | -16.7% |
| All | +18.3% | +179.1% | -160.8% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 3y: compounded portfolio wealth divided by compounded RCL 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…
3y analysis · Full analysis span regression · 6 months rolling