+1,980.5%
NOW vs RSP
+458.5%
+1,522.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.0% | -2.6% |
| 7D | -6.7% | -1.4% | -5.2% | -5.0% |
| 30D | -25.8% | +2.1% | -27.9% | -27.9% |
| 3M | -12.7% | -0.9% | -11.7% | -12.0% |
| 6M | +11.2% | +7.5% | +3.7% | +2.1% |
| YTD | -33.2% | +14.6% | -47.7% | -43.3% |
| 1Y | -41.8% | +17.6% | -59.4% | -52.2% |
| 3Y | -15.7% | +60.8% | -76.4% | -51.7% |
| 5Y | -26.0% | +46.1% | -72.2% | -51.0% |
| 10Y | +515.1% | +221.4% | +293.7% | +51.8% |
| All | +1,980.5% | +458.5% | +1,522.0% | +193.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling