-39.8%
NOW vs RVMD
+162.9%
-202.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.8% |
| 7D | +0.3% | -10.4% | +10.7% | +1.1% |
| 30D | -27.0% | -11.0% | -16.0% | -26.4% |
| 3M | -19.6% | -14.7% | -4.9% | -18.9% |
| 6M | +17.5% | +14.9% | +2.6% | +15.3% |
| YTD | -33.3% | +116.3% | -149.6% | -39.3% |
| 1Y | -39.8% | +167.6% | -207.4% | -45.5% |
| All | -39.8% | +162.9% | -202.8% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 1y: compounded portfolio wealth divided by compounded RVMD 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…
1y analysis · Full analysis span regression · 6 months rolling