-26.4%
NOW vs RSP
+45.0%
-71.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -3.0% | -1.0% | -2.0% | -1.6% |
| 30D | -26.0% | +2.6% | -28.6% | -28.9% |
| 3M | -13.1% | -0.8% | -12.3% | -12.5% |
| 6M | +14.5% | +6.3% | +8.2% | +5.2% |
| YTD | -33.4% | +14.1% | -47.6% | -45.0% |
| 1Y | -40.6% | +18.0% | -58.6% | -53.3% |
| 3Y | -16.3% | +61.0% | -77.3% | -59.2% |
| All | -26.4% | +45.0% | -71.3% | -55.6% |
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