+6.8%
NOW vs PCG
+58.3%
-51.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.5% |
| 7D | -2.4% | -13.9% | +11.5% | -0.1% |
| 30D | +20.5% | -16.9% | +37.4% | +23.9% |
| 3M | +18.3% | -14.7% | +33.1% | +20.7% |
| 6M | +24.1% | -23.8% | +47.9% | +29.9% |
| YTD | -7.8% | -10.5% | +2.7% | -8.4% |
| 1Y | -21.4% | -5.1% | -16.3% | -23.8% |
| 3Y | +19.5% | -11.6% | +31.1% | +15.1% |
| All | +6.8% | +58.3% | -51.5% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling