+790.9%
NOW vs RSG
+418.8%
+372.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | -4.1% | 0.0% | -4.1% | -4.0% |
| 30D | +2.9% | +3.7% | -0.8% | +0.9% |
| 3M | +22.6% | +6.2% | +16.4% | +18.7% |
| 6M | +7.5% | -2.8% | +10.3% | +8.6% |
| YTD | -14.4% | +5.9% | -20.3% | -17.8% |
| 1Y | -29.8% | -1.8% | -28.0% | -29.8% |
| 3Y | +9.2% | +57.5% | -48.2% | -21.2% |
| 5Y | +0.8% | +91.1% | -90.3% | -36.7% |
| 10Y | +790.9% | +428.1% | +362.9% | +195.4% |
| All | +790.9% | +418.8% | +372.2% | +195.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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