-21.4%
NOW vs RRX
+14.9%
-36.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -2.9% |
| 7D | -2.4% | +3.4% | -5.8% | -1.5% |
| 30D | +20.5% | -11.1% | +31.6% | +17.2% |
| 3M | +18.3% | -23.7% | +42.1% | +12.2% |
| 6M | +24.1% | -22.0% | +46.1% | +19.6% |
| YTD | -7.8% | +16.5% | -24.3% | -12.4% |
| 1Y | -21.4% | +11.5% | -32.9% | -25.3% |
| All | -21.4% | +14.9% | -36.3% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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