+521.8%
NOW vs RRC
+72.2%
+449.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.0% |
| 7D | -5.6% | -0.5% | -5.1% | -5.5% |
| 30D | -26.8% | +25.2% | -52.0% | -28.5% |
| 3M | -19.4% | +27.8% | -47.2% | -21.5% |
| 6M | +12.3% | +27.2% | -14.9% | +9.4% |
| YTD | -32.9% | +48.2% | -81.1% | -35.8% |
| 1Y | -40.3% | +34.7% | -75.0% | -42.3% |
| 3Y | -19.1% | +62.2% | -81.3% | -23.6% |
| 5Y | -24.4% | +130.9% | -155.3% | -31.5% |
| 10Y | +521.8% | +73.4% | +448.4% | +436.9% |
| All | +521.8% | +72.2% | +449.6% | +436.9% |
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