-38.7%
NOW vs RSP
+21.9%
-60.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.3% |
| 7D | -27.5% | +2.7% | -30.2% | -28.8% |
| 30D | -20.0% | +5.8% | -25.8% | -23.1% |
| 3M | -7.9% | +1.8% | -9.7% | -9.0% |
| 6M | +18.3% | +11.6% | +6.7% | +12.4% |
| YTD | -29.0% | +18.0% | -46.9% | -34.8% |
| 1Y | -38.7% | +21.8% | -60.5% | -45.3% |
| All | -38.7% | +21.9% | -60.6% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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