-40.6%
NOW vs PFG
+40.5%
-81.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.4% |
| 7D | -3.0% | -0.6% | -2.4% | -2.6% |
| 30D | -26.0% | +2.0% | -28.0% | -26.9% |
| 3M | -13.1% | -3.2% | -9.9% | -11.9% |
| 6M | +14.5% | +10.9% | +3.6% | +8.9% |
| YTD | -33.4% | +28.8% | -62.3% | -39.5% |
| 1Y | -40.6% | +39.2% | -79.8% | -48.2% |
| All | -40.6% | +40.5% | -81.1% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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