+808.8%
NOW vs RVTY
+150.6%
+658.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.8% |
| 7D | -2.4% | +1.1% | -3.5% | -3.0% |
| 30D | +20.5% | +13.2% | +7.3% | +13.2% |
| 3M | +18.3% | +27.2% | -8.9% | +3.4% |
| 6M | +24.1% | +32.4% | -8.3% | +5.3% |
| YTD | -7.8% | +34.9% | -42.7% | -23.0% |
| 1Y | -21.4% | +52.4% | -73.8% | -39.2% |
| 3Y | +19.5% | +12.3% | +7.3% | +1.6% |
| 5Y | +4.1% | -30.8% | +34.9% | +21.9% |
| All | +808.8% | +150.6% | +658.1% | +325.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling