+521.8%
NOW vs PCG
-76.4%
+598.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.1% | +3.2% |
| 7D | -5.6% | -2.2% | -3.3% | -5.4% |
| 30D | -26.8% | -0.5% | -26.3% | -26.8% |
| 3M | -19.4% | -24.0% | +4.5% | -18.1% |
| 6M | +12.3% | -18.6% | +30.9% | +13.4% |
| YTD | -32.9% | -17.7% | -15.2% | -32.5% |
| 1Y | -40.3% | -20.0% | -20.3% | -39.8% |
| 3Y | -19.1% | -20.2% | +1.2% | -18.6% |
| 5Y | -24.4% | +8.4% | -32.7% | -25.9% |
| 10Y | +521.8% | -76.4% | +598.2% | +529.7% |
| All | +521.8% | -76.4% | +598.2% | +529.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling