-21.4%
NOW vs RTX
+28.8%
-50.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -3.1% |
| 7D | -2.4% | -5.2% | +2.8% | -3.2% |
| 30D | +20.5% | -9.4% | +29.9% | +18.8% |
| 3M | +18.3% | +12.3% | +6.1% | +21.1% |
| 6M | +24.1% | -3.1% | +27.2% | +24.3% |
| YTD | -7.8% | +10.7% | -18.5% | -7.4% |
| 1Y | -21.4% | +28.4% | -49.8% | -22.9% |
| All | -21.4% | +28.8% | -50.2% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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