+2,771.1%
NOW vs PCG
-61.1%
+2,832.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -3.2% |
| 7D | -2.4% | -13.9% | +11.5% | -1.4% |
| 30D | +20.5% | -16.9% | +37.4% | +21.9% |
| 3M | +18.3% | -14.7% | +33.1% | +19.4% |
| 6M | +24.1% | -23.8% | +47.9% | +26.2% |
| YTD | -7.8% | -10.5% | +2.7% | -7.6% |
| 1Y | -21.4% | -5.1% | -16.3% | -21.8% |
| 3Y | +19.5% | -11.6% | +31.1% | +19.3% |
| 5Y | +4.1% | +59.0% | -54.9% | -0.8% |
| 10Y | +826.4% | -75.7% | +902.2% | +918.2% |
| All | +2,771.1% | -61.1% | +2,832.2% | +2,397.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling