+55.8%
RSP vs NU
+125.4%
-69.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.2% |
| 7D | -0.8% | +7.5% | -8.2% | -1.8% |
| 30D | -0.3% | +6.1% | -6.5% | -1.3% |
| 3M | +4.3% | +26.8% | -22.5% | +0.4% |
| 6M | +8.8% | +2.5% | +6.4% | +7.9% |
| YTD | +15.3% | -8.2% | +23.4% | +15.8% |
| 1Y | +18.3% | +3.4% | +14.9% | +16.5% |
| All | +55.8% | +125.4% | -69.6% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling