+203.4%
RSP vs NVO
+148.4%
+55.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | -3.1% | -7.4% | +4.2% | -1.9% |
| 30D | -3.4% | -5.5% | +2.1% | -2.5% |
| 3M | +3.6% | +4.1% | -0.5% | +2.6% |
| 6M | +9.0% | +19.3% | -10.4% | +5.1% |
| YTD | +12.2% | -9.2% | +21.4% | +12.3% |
| 1Y | +15.6% | -15.0% | +30.6% | +16.6% |
| 3Y | +51.6% | -50.9% | +102.5% | +62.9% |
| 5Y | +50.4% | -0.9% | +51.3% | +29.9% |
| All | +203.4% | +148.4% | +55.0% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 10y: compounded portfolio wealth divided by compounded NVO 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…
10y analysis · Full analysis span regression · 6 months rolling