+504.4%
NOW vs RRC
+71.8%
+432.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -2.0% |
| 7D | -1.7% | +2.5% | -4.2% | -1.9% |
| 30D | -27.4% | +21.1% | -48.5% | -28.8% |
| 3M | -19.4% | +28.4% | -47.8% | -21.5% |
| 6M | +13.1% | +26.5% | -13.4% | +10.3% |
| YTD | -34.3% | +47.0% | -81.3% | -37.0% |
| 1Y | -41.8% | +35.2% | -76.9% | -43.7% |
| 3Y | -20.7% | +61.0% | -81.7% | -25.1% |
| 5Y | -27.2% | +133.6% | -160.8% | -34.1% |
| All | +504.4% | +71.8% | +432.6% | +426.3% |
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