+822.5%
NOW vs RSP
+208.0%
+614.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | -2.4% | -0.8% | -1.6% | -1.5% |
| 30D | +20.5% | -0.3% | +20.8% | +21.0% |
| 3M | +18.3% | +4.3% | +14.1% | +13.2% |
| 6M | +24.1% | +8.8% | +15.2% | +13.1% |
| YTD | -7.8% | +15.3% | -23.0% | -21.3% |
| 1Y | -21.4% | +18.3% | -39.7% | -34.8% |
| 3Y | +19.5% | +52.8% | -33.3% | -24.9% |
| 5Y | +4.1% | +51.7% | -47.6% | -31.8% |
| All | +822.5% | +208.0% | +614.6% | +173.4% |
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