+1,988.6%
NOW vs RRX
+266.8%
+1,721.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.6% | +2.7% |
| 7D | -5.6% | +5.4% | -10.9% | -7.1% |
| 30D | -26.8% | +12.0% | -38.8% | -29.6% |
| 3M | -19.4% | +6.1% | -25.6% | -21.7% |
| 6M | +12.3% | -13.2% | +25.5% | +12.6% |
| YTD | -32.9% | +31.0% | -63.9% | -45.2% |
| 1Y | -40.3% | +38.8% | -79.1% | -52.6% |
| 3Y | -19.1% | +70.3% | -89.3% | -44.9% |
| 5Y | -24.4% | +15.5% | -39.9% | -40.9% |
| 10Y | +521.8% | +213.7% | +308.1% | +181.4% |
| All | +1,988.6% | +266.8% | +1,721.8% | +818.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling