+504.6%
NOW vs RRC
+63.1%
+441.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -3.1% | -10.3% | +7.3% | -2.0% |
| 30D | -27.0% | +19.5% | -46.5% | -28.4% |
| 3M | -17.7% | +27.9% | -45.6% | -19.8% |
| 6M | +12.7% | +21.2% | -8.5% | +10.4% |
| YTD | -32.9% | +39.6% | -72.5% | -35.4% |
| 1Y | -40.4% | +31.3% | -71.7% | -42.2% |
| 3Y | -17.1% | +51.9% | -69.0% | -21.3% |
| 5Y | -25.7% | +110.2% | -135.8% | -32.1% |
| 10Y | +504.6% | +56.7% | +448.0% | +432.4% |
| All | +504.6% | +63.1% | +441.6% | +432.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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