-16.3%
NOW vs RVTY
+78.0%
-94.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.1% |
| 7D | -3.0% | -1.2% | -1.8% | -2.8% |
| 30D | -26.0% | +1.0% | -27.1% | -26.2% |
| 3M | -13.1% | +35.8% | -48.9% | -19.4% |
| 6M | +14.5% | +56.7% | -42.2% | +2.0% |
| YTD | -33.4% | +60.7% | -94.2% | -41.2% |
| 1Y | -40.6% | +73.7% | -114.3% | -48.5% |
| 3Y | -16.3% | +82.8% | -99.1% | -27.4% |
| All | -16.3% | +78.0% | -94.3% | -27.4% |
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