+21.8%
RSP vs NU
-24.1%
+46.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.6% |
| 7D | +2.7% | +0.2% | +2.5% | +2.7% |
| 30D | +5.8% | -21.0% | +26.8% | +7.8% |
| 3M | +1.8% | -16.3% | +18.1% | +2.9% |
| 6M | +11.6% | -15.3% | +26.9% | +12.5% |
| YTD | +18.0% | -28.4% | +46.4% | +20.0% |
| 1Y | +21.8% | -24.1% | +46.0% | +21.3% |
| All | +21.8% | -24.1% | +46.0% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling