-16.0%
NOW vs PCG
-20.0%
+4.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.3% | -4.7% | -6.0% |
| 7D | -6.7% | 0.0% | -6.7% | -6.7% |
| 30D | -25.8% | +5.8% | -31.6% | -25.7% |
| 3M | -12.7% | -22.8% | +10.1% | -13.1% |
| 6M | +11.2% | -18.4% | +29.7% | +10.5% |
| YTD | -33.2% | -16.9% | -16.3% | -34.2% |
| 1Y | -41.8% | -17.6% | -24.2% | -42.6% |
| All | -16.0% | -20.0% | +4.0% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling