-16.0%
NOW vs RSP
+60.7%
-76.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.0% | -3.0% |
| 7D | -6.7% | -1.4% | -5.2% | -5.2% |
| 30D | -25.8% | +2.1% | -27.9% | -27.7% |
| 3M | -12.7% | -0.9% | -11.7% | -12.0% |
| 6M | +11.2% | +7.5% | +3.7% | +3.2% |
| YTD | -33.2% | +14.6% | -47.7% | -42.4% |
| 1Y | -41.8% | +17.6% | -59.4% | -51.4% |
| All | -16.0% | +60.7% | -76.6% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling