+514.0%
NOW vs RVTY
+211.6%
+302.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.4% |
| 7D | +0.3% | -0.5% | +0.7% | +0.5% |
| 30D | -27.0% | +1.5% | -28.5% | -27.7% |
| 3M | -19.6% | +31.5% | -51.1% | -30.6% |
| 6M | +17.5% | +62.7% | -45.2% | -10.2% |
| YTD | -33.3% | +60.0% | -93.2% | -49.2% |
| 1Y | -39.8% | +65.7% | -105.5% | -55.3% |
| 3Y | -19.9% | +85.2% | -105.1% | -49.2% |
| 5Y | -26.1% | -14.9% | -11.2% | -22.9% |
| All | +514.0% | +211.6% | +302.4% | +160.1% |
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