-40.6%
NOW vs PCG
-20.1%
-20.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.9% |
| 7D | -3.0% | -1.6% | -1.4% | -3.4% |
| 30D | -26.0% | +1.4% | -27.4% | -25.7% |
| 3M | -13.1% | -23.4% | +10.3% | -18.8% |
| 6M | +14.5% | -19.4% | +33.9% | +10.6% |
| YTD | -33.4% | -18.5% | -14.9% | -35.7% |
| 1Y | -40.6% | -19.5% | -21.1% | -41.8% |
| All | -40.6% | -20.1% | -20.5% | -41.8% |
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