+504.6%
NOW vs RTX
+287.5%
+217.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -0.5% |
| 7D | -3.1% | -3.2% | +0.1% | -1.9% |
| 30D | -27.0% | +5.6% | -32.6% | -28.7% |
| 3M | -17.7% | -11.7% | -6.0% | -14.4% |
| 6M | +12.7% | +12.3% | +0.4% | +6.8% |
| YTD | -32.9% | +8.2% | -41.1% | -36.3% |
| 1Y | -40.4% | +12.6% | -53.0% | -44.4% |
| 3Y | -17.1% | +152.8% | -169.9% | -45.1% |
| 5Y | -25.7% | +140.2% | -165.9% | -50.2% |
| 10Y | +504.6% | +273.8% | +230.8% | +264.6% |
| All | +504.6% | +287.5% | +217.1% | +264.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling