-39.8%
NOW vs RRX
+29.3%
-69.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.0% |
| 7D | +0.3% | +4.3% | -4.1% | +1.4% |
| 30D | -27.0% | +12.3% | -39.3% | -24.2% |
| 3M | -19.6% | +3.7% | -23.3% | -18.4% |
| 6M | +17.5% | -13.9% | +31.4% | +15.3% |
| YTD | -33.3% | +26.5% | -59.7% | -33.2% |
| 1Y | -39.8% | +29.3% | -69.1% | -39.9% |
| All | -39.8% | +29.3% | -69.2% | -39.9% |
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