+521.8%
NOW vs RTX
+272.3%
+249.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.0% |
| 7D | -5.6% | +1.4% | -7.0% | -6.0% |
| 30D | -26.8% | +7.8% | -34.6% | -29.0% |
| 3M | -19.4% | -9.8% | -9.6% | -16.8% |
| 6M | +12.3% | +13.5% | -1.2% | +6.0% |
| YTD | -32.9% | +10.9% | -43.9% | -36.9% |
| 1Y | -40.3% | +14.0% | -54.3% | -44.5% |
| 3Y | -19.1% | +159.9% | -179.0% | -47.1% |
| 5Y | -24.4% | +151.7% | -176.0% | -50.4% |
| 10Y | +521.8% | +269.0% | +252.8% | +250.3% |
| All | +521.8% | +272.3% | +249.5% | +250.3% |
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