-17.1%
NOW vs RVMD
+835.3%
-852.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.3% | +0.3% |
| 7D | -3.1% | +6.4% | -9.4% | -3.8% |
| 30D | -27.0% | +5.5% | -32.5% | -27.6% |
| 3M | -17.7% | -2.4% | -15.3% | -17.8% |
| 6M | +12.7% | +41.1% | -28.4% | +7.3% |
| YTD | -32.9% | +151.3% | -184.2% | -42.3% |
| 1Y | -40.4% | +228.1% | -268.4% | -51.0% |
| 3Y | -17.1% | +899.8% | -916.8% | -43.1% |
| All | -17.1% | +835.3% | -852.4% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling