-28.6%
NOW vs PEG
-5.5%
-23.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -4.5% |
| 7D | -6.1% | +1.0% | -7.1% | -5.4% |
| 30D | +7.5% | -1.9% | +9.3% | +6.1% |
| 3M | +17.5% | -3.7% | +21.2% | +15.3% |
| 6M | +7.9% | -9.4% | +17.4% | +3.7% |
| YTD | -12.4% | -6.0% | -6.4% | -14.2% |
| 1Y | -28.6% | -4.4% | -24.2% | -30.8% |
| All | -28.6% | -5.5% | -23.0% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling