-42.5%
NOW vs PCG
-18.8%
-23.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -2.9% |
| 7D | -8.7% | -0.5% | -8.3% | -8.9% |
| 30D | -29.3% | +0.8% | -30.0% | -29.0% |
| 3M | -21.8% | -22.0% | +0.2% | -26.7% |
| 6M | +9.2% | -17.1% | +26.3% | +6.4% |
| YTD | -35.0% | -16.9% | -18.1% | -36.9% |
| 1Y | -42.5% | -19.1% | -23.4% | -43.5% |
| All | -42.5% | -18.8% | -23.7% | -43.5% |
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