+2,771.1%
NOW vs RSG
+1,039.8%
+1,731.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.4% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +20.5% | +7.6% | +12.9% | +15.7% |
| 3M | +18.3% | +7.4% | +10.9% | +13.5% |
| 6M | +24.1% | -3.3% | +27.3% | +25.6% |
| YTD | -7.8% | +6.0% | -13.8% | -11.6% |
| 1Y | -21.4% | -3.7% | -17.7% | -20.6% |
| 3Y | +19.5% | +59.1% | -39.6% | -14.1% |
| 5Y | +4.1% | +89.0% | -85.0% | -33.7% |
| 10Y | +826.4% | +412.5% | +413.9% | +208.9% |
| All | +2,771.1% | +1,039.8% | +1,731.3% | +591.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling