+506.3%
NOW vs RSP
+213.6%
+292.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.0% |
| 7D | -8.7% | +0.7% | -9.5% | -9.5% |
| 30D | -29.3% | +3.7% | -33.0% | -32.3% |
| 3M | -21.8% | +0.7% | -22.5% | -22.6% |
| 6M | +9.2% | +9.0% | +0.2% | -0.7% |
| YTD | -35.0% | +16.7% | -51.7% | -45.4% |
| 1Y | -42.5% | +19.0% | -61.5% | -52.8% |
| 3Y | -21.5% | +64.7% | -86.3% | -54.7% |
| 5Y | -25.8% | +49.6% | -75.4% | -51.0% |
| 10Y | +506.3% | +213.2% | +293.2% | +51.3% |
| All | +506.3% | +213.6% | +292.7% | +51.3% |
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 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