+504.6%
NOW vs RSP
+222.0%
+282.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | -1.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.5% |
| 30D | -27.0% | +3.7% | -30.8% | -30.1% |
| 3M | -17.7% | +0.8% | -18.5% | -18.6% |
| 6M | +12.7% | +9.1% | +3.6% | +2.4% |
| YTD | -32.9% | +16.7% | -49.6% | -43.7% |
| 1Y | -40.4% | +19.7% | -60.1% | -51.4% |
| 3Y | -17.1% | +66.7% | -83.8% | -52.8% |
| 5Y | -25.7% | +48.7% | -74.4% | -50.7% |
| 10Y | +504.6% | +215.6% | +289.1% | +53.6% |
| All | +504.6% | +222.0% | +282.7% | +53.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling