+11.8%
NOW vs RRX
+4.1%
+7.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.0% |
| 7D | -6.1% | +4.3% | -10.4% | -6.3% |
| 30D | +7.5% | -8.0% | +15.5% | +8.0% |
| 3M | +17.5% | -22.0% | +39.5% | +18.6% |
| 6M | +7.9% | -11.9% | +19.8% | +5.4% |
| YTD | -12.4% | +17.1% | -29.5% | -21.7% |
| 1Y | -28.6% | +14.9% | -43.5% | -36.2% |
| 3Y | +11.8% | +6.9% | +4.9% | +3.2% |
| All | +11.8% | +4.1% | +7.7% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling