+790.0%
NOW vs RTX
+275.7%
+514.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -4.0% | -4.6% |
| 7D | -6.1% | -3.1% | -3.0% | -5.0% |
| 30D | +7.5% | -10.6% | +18.0% | +11.8% |
| 3M | +17.5% | +11.6% | +5.9% | +12.3% |
| 6M | +7.9% | -4.5% | +12.4% | +8.9% |
| YTD | -12.4% | +9.6% | -22.0% | -16.8% |
| 1Y | -28.6% | +30.8% | -59.4% | -37.1% |
| 3Y | +11.8% | +152.8% | -141.0% | -26.0% |
| 5Y | +2.6% | +167.1% | -164.5% | -33.9% |
| 10Y | +790.0% | +275.2% | +514.8% | +412.7% |
| All | +790.0% | +275.7% | +514.3% | +412.7% |
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