-25.1%
NOW vs RSP
+48.2%
-73.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.3% |
| 7D | +0.3% | +2.4% | -2.1% | -2.8% |
| 30D | -27.0% | +4.3% | -31.2% | -31.3% |
| 3M | -19.6% | -0.3% | -19.3% | -19.6% |
| 6M | +17.5% | +9.8% | +7.6% | +3.3% |
| YTD | -33.3% | +16.8% | -50.1% | -46.5% |
| 1Y | -39.8% | +19.5% | -59.3% | -53.4% |
| 3Y | -19.9% | +65.1% | -85.1% | -62.2% |
| All | -25.1% | +48.2% | -73.3% | -56.1% |
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