+1,972.6%
NOW vs PEG
+277.0%
+1,695.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -3.0% | -2.3% | -0.7% | -2.5% |
| 30D | -26.0% | +1.2% | -27.3% | -26.4% |
| 3M | -13.1% | -2.4% | -10.7% | -12.9% |
| 6M | +14.5% | -6.9% | +21.4% | +15.7% |
| YTD | -33.4% | -7.2% | -26.2% | -33.1% |
| 1Y | -40.6% | -8.9% | -31.8% | -40.1% |
| 3Y | -16.3% | +27.1% | -43.4% | -24.8% |
| 5Y | -26.3% | +33.8% | -60.1% | -35.4% |
| 10Y | +512.7% | +150.2% | +362.6% | +349.5% |
| All | +1,972.6% | +277.0% | +1,695.6% | +1,164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling