+48.0%
RSP vs NU
+6.9%
+41.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.8% | -0.7% |
| 7D | -1.0% | +3.6% | -4.7% | -1.5% |
| 30D | +2.6% | -22.8% | +25.4% | +5.6% |
| 3M | -0.8% | -14.8% | +14.0% | +0.5% |
| 6M | +6.3% | -16.9% | +23.2% | +7.7% |
| YTD | +14.1% | -28.1% | +42.3% | +17.5% |
| 1Y | +18.0% | -24.5% | +42.5% | +20.6% |
| 3Y | +61.0% | +44.8% | +16.3% | +49.1% |
| All | +48.0% | +6.9% | +41.0% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling