+499.2%
NOW vs RRC
+59.4%
+439.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.1% |
| 7D | -3.0% | -10.8% | +7.8% | -1.9% |
| 30D | -26.0% | +22.3% | -48.4% | -27.6% |
| 3M | -13.1% | +26.6% | -39.7% | -15.2% |
| 6M | +14.5% | +18.9% | -4.4% | +12.3% |
| YTD | -33.4% | +39.2% | -72.6% | -35.8% |
| 1Y | -40.6% | +34.0% | -74.6% | -42.6% |
| 3Y | -16.3% | +42.0% | -58.3% | -20.0% |
| 5Y | -26.3% | +111.9% | -138.2% | -32.7% |
| All | +499.2% | +59.4% | +439.8% | +424.7% |
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