+16.2%
RSP vs NU
-1.5%
+17.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.7% |
| 7D | -1.8% | -2.6% | +0.8% | -1.5% |
| 30D | -2.5% | +8.2% | -10.8% | -3.6% |
| 3M | +3.0% | +26.3% | -23.3% | -0.4% |
| 6M | +8.9% | +2.2% | +6.6% | +8.2% |
| YTD | +13.0% | -10.4% | +23.4% | +13.3% |
| 1Y | +16.2% | -3.0% | +19.2% | +14.0% |
| All | +16.2% | -1.5% | +17.8% | +14.0% |
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