+11.8%
NOW vs RVMD
+545.7%
-533.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.9% |
| 7D | -6.1% | -1.2% | -4.9% | -6.0% |
| 30D | +7.5% | +1.1% | +6.4% | +7.3% |
| 3M | +17.5% | +39.6% | -22.1% | +13.4% |
| 6M | +7.9% | +110.7% | -102.8% | -0.6% |
| YTD | -12.4% | +160.3% | -172.7% | -21.8% |
| 1Y | -28.6% | +404.9% | -433.5% | -40.8% |
| 3Y | +11.8% | +545.5% | -533.6% | -10.6% |
| All | +11.8% | +545.7% | -533.8% | -10.6% |
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