-26.0%
NOW vs PCG
+14.4%
-40.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.3% | -4.7% | -5.7% |
| 7D | -6.7% | 0.0% | -6.7% | -6.6% |
| 30D | -25.8% | +5.8% | -31.6% | -26.7% |
| 3M | -12.7% | -22.8% | +10.1% | -9.1% |
| 6M | +11.2% | -18.4% | +29.7% | +13.5% |
| YTD | -33.2% | -16.9% | -16.3% | -32.9% |
| 1Y | -41.8% | -17.6% | -24.2% | -41.5% |
| 3Y | -15.7% | -20.0% | +4.3% | -16.9% |
| 5Y | -26.0% | +16.0% | -42.1% | -42.1% |
| All | -26.0% | +14.4% | -40.4% | -42.1% |
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