-27.2%
NOW vs RTX
+147.6%
-174.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.6% |
| 7D | -1.7% | +3.4% | -5.0% | -2.7% |
| 30D | -27.4% | +8.4% | -35.8% | -29.5% |
| 3M | -19.4% | -10.7% | -8.8% | -16.7% |
| 6M | +13.1% | +11.7% | +1.4% | +7.7% |
| YTD | -34.3% | +9.3% | -43.6% | -37.9% |
| 1Y | -41.8% | +13.3% | -55.0% | -46.0% |
| 3Y | -20.7% | +156.1% | -176.8% | -51.8% |
| 5Y | -27.2% | +148.5% | -175.7% | -57.0% |
| All | -27.2% | +147.6% | -174.8% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling