-29.8%
NOW vs RRX
+12.4%
-42.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -3.0% |
| 7D | -4.1% | -0.7% | -3.4% | -4.3% |
| 30D | +2.9% | -8.0% | +10.8% | +0.9% |
| 3M | +22.6% | -25.1% | +47.6% | +15.8% |
| 6M | +7.5% | -18.3% | +25.8% | +3.7% |
| YTD | -14.4% | +14.2% | -28.6% | -19.6% |
| 1Y | -29.8% | +13.0% | -42.8% | -34.7% |
| All | -29.8% | +12.4% | -42.2% | -34.7% |
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