+47.9%
RSP vs NU
+36.3%
+11.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -1.0% |
| 7D | -0.4% | +6.0% | -6.4% | -1.1% |
| 30D | -1.5% | +10.8% | -12.3% | -2.9% |
| 3M | +4.8% | +32.2% | -27.4% | +0.9% |
| 6M | +10.3% | +5.1% | +5.1% | +9.1% |
| YTD | +14.1% | -8.4% | +22.5% | +14.5% |
| 1Y | +17.0% | +0.7% | +16.3% | +15.9% |
| 3Y | +54.2% | +125.1% | -70.9% | +35.9% |
| All | +47.9% | +36.3% | +11.6% | +28.0% |
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 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