-25.7%
NOW vs RSP
+48.7%
-74.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | -2.2% |
| 7D | -3.1% | +0.4% | -3.5% | -3.6% |
| 30D | -27.0% | +3.7% | -30.8% | -30.9% |
| 3M | -17.7% | +0.8% | -18.5% | -18.9% |
| 6M | +12.7% | +9.1% | +3.6% | 0.0% |
| YTD | -32.9% | +16.7% | -49.6% | -46.2% |
| 1Y | -40.4% | +19.7% | -60.1% | -54.0% |
| 3Y | -17.1% | +66.7% | -83.8% | -61.5% |
| 5Y | -25.7% | +48.7% | -74.4% | -56.5% |
| All | -25.7% | +48.7% | -74.3% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling