+11.8%
NOW vs RSG
+55.3%
-43.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.9% |
| 7D | -6.1% | -0.7% | -5.3% | -5.9% |
| 30D | +7.5% | +3.3% | +4.2% | +6.9% |
| 3M | +17.5% | +8.5% | +9.1% | +16.6% |
| 6M | +7.9% | -3.5% | +11.5% | +9.7% |
| YTD | -12.4% | +5.5% | -17.9% | -12.4% |
| 1Y | -28.6% | -1.7% | -26.8% | -27.7% |
| 3Y | +11.8% | +56.9% | -45.1% | +11.0% |
| All | +11.8% | +55.3% | -43.4% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling