-42.5%
NOW vs RSP
+19.2%
-61.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.0% |
| 7D | -8.7% | +0.7% | -9.5% | -9.0% |
| 30D | -29.3% | +3.7% | -33.0% | -31.0% |
| 3M | -21.8% | +0.7% | -22.5% | -22.2% |
| 6M | +9.2% | +9.0% | +0.2% | +5.3% |
| YTD | -35.0% | +16.7% | -51.7% | -39.5% |
| 1Y | -42.5% | +19.0% | -61.5% | -47.3% |
| All | -42.5% | +19.2% | -61.7% | -47.3% |
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