+6.8%
NOW vs RSP
+52.0%
-45.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | -2.4% | -0.8% | -1.6% | -1.3% |
| 30D | +20.5% | -0.3% | +20.8% | +21.1% |
| 3M | +18.3% | +4.3% | +14.1% | +12.0% |
| 6M | +24.1% | +8.8% | +15.2% | +10.5% |
| YTD | -7.8% | +15.3% | -23.0% | -24.4% |
| 1Y | -21.4% | +18.3% | -39.7% | -38.0% |
| 3Y | +19.5% | +52.8% | -33.3% | -35.9% |
| All | +6.8% | +52.0% | -45.1% | -40.5% |
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