-40.3%
NOW vs RSG
+23.7%
-64.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.1% |
| 7D | -5.6% | +1.6% | -7.2% | -5.6% |
| 30D | -26.8% | +13.5% | -40.2% | -27.8% |
| 3M | -19.4% | +16.3% | -35.7% | -20.6% |
| 6M | +12.3% | +26.9% | -14.6% | +13.5% |
| YTD | -32.9% | +19.1% | -52.0% | -30.8% |
| 1Y | -40.3% | +21.8% | -62.1% | -38.4% |
| All | -40.3% | +23.7% | -64.0% | -38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling