+780.0%
NOW vs RRX
+216.7%
+563.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +2.0% | +0.6% |
| 7D | -9.9% | -3.7% | -6.2% | -9.0% |
| 30D | +2.8% | -9.3% | +12.1% | +5.3% |
| 3M | +23.7% | -21.8% | +45.5% | +29.0% |
| 6M | +12.5% | -22.0% | +34.5% | +14.3% |
| YTD | -14.4% | +11.9% | -26.3% | -25.7% |
| 1Y | -29.0% | +11.6% | -40.6% | -38.8% |
| 3Y | +9.3% | +2.2% | +7.1% | -8.1% |
| 5Y | +1.2% | +14.9% | -13.7% | -21.0% |
| All | +780.0% | +216.7% | +563.3% | +345.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling