+790.0%
NOW vs PEG
+145.3%
+644.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.2% |
| 7D | -6.1% | +1.0% | -7.1% | -6.3% |
| 30D | +7.5% | -1.9% | +9.3% | +8.0% |
| 3M | +17.5% | -3.7% | +21.2% | +18.5% |
| 6M | +7.9% | -9.4% | +17.4% | +10.2% |
| YTD | -12.4% | -6.0% | -6.4% | -11.9% |
| 1Y | -28.6% | -4.4% | -24.2% | -28.8% |
| 3Y | +11.8% | +33.5% | -21.7% | -3.0% |
| 5Y | +2.6% | +35.7% | -33.1% | -12.5% |
| 10Y | +790.0% | +140.4% | +649.6% | +518.8% |
| All | +790.0% | +145.3% | +644.7% | +518.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling