-21.2%
NOW vs RTX
+156.0%
-177.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.8% |
| 7D | -1.7% | +3.4% | -5.0% | -2.1% |
| 30D | -27.4% | +8.4% | -35.8% | -28.4% |
| 3M | -19.4% | -10.7% | -8.8% | -18.0% |
| 6M | +13.1% | +11.7% | +1.4% | +10.3% |
| YTD | -34.3% | +9.3% | -43.6% | -36.5% |
| 1Y | -41.8% | +13.3% | -55.0% | -44.5% |
| All | -21.2% | +156.0% | -177.2% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling