-38.7%
NOW vs PCG
-14.1%
-24.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.1% |
| 7D | -27.5% | +1.9% | -29.4% | -27.1% |
| 30D | -20.0% | +8.5% | -28.5% | -18.3% |
| 3M | -7.9% | -22.9% | +15.0% | -14.3% |
| 6M | +18.3% | -16.8% | +35.1% | +15.2% |
| YTD | -29.0% | -15.8% | -13.2% | -30.9% |
| 1Y | -38.7% | -16.0% | -22.7% | -39.4% |
| All | -38.7% | -14.1% | -24.6% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling