-21.5%
NOW vs RVTY
+91.6%
-113.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | -8.7% | -2.7% | -6.1% | -8.2% |
| 30D | -29.3% | +3.2% | -32.5% | -29.8% |
| 3M | -21.8% | +37.2% | -59.0% | -27.6% |
| 6M | +9.2% | +57.7% | -48.4% | -2.8% |
| YTD | -35.0% | +64.8% | -99.8% | -42.9% |
| 1Y | -42.5% | +72.8% | -115.3% | -50.1% |
| 3Y | -21.5% | +89.8% | -111.3% | -32.1% |
| All | -21.5% | +91.6% | -113.1% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling