+514.0%
NOW vs RSG
+452.6%
+61.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +2.5% | -2.2% | -1.0% |
| 30D | -27.0% | +12.7% | -39.7% | -31.9% |
| 3M | -19.6% | +17.9% | -37.6% | -26.9% |
| 6M | +17.5% | +25.0% | -7.5% | +3.2% |
| YTD | -33.3% | +20.8% | -54.1% | -40.6% |
| 1Y | -39.8% | +24.3% | -64.1% | -47.5% |
| 3Y | -19.9% | +65.3% | -85.2% | -43.4% |
| 5Y | -26.1% | +99.1% | -125.1% | -54.4% |
| All | +514.0% | +452.6% | +61.4% | +115.7% |
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