+2,771.1%
NOW vs PFG
+642.2%
+2,129.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.4% | -2.3% |
| 7D | -2.4% | +5.5% | -7.9% | -4.6% |
| 30D | +20.5% | +2.4% | +18.1% | +19.2% |
| 3M | +18.3% | +13.6% | +4.8% | +12.0% |
| 6M | +24.1% | +27.9% | -3.8% | +11.7% |
| YTD | -7.8% | +35.6% | -43.3% | -19.3% |
| 1Y | -21.4% | +48.5% | -69.9% | -34.0% |
| 3Y | +19.5% | +66.9% | -47.3% | -5.7% |
| 5Y | +4.1% | +111.0% | -106.9% | -26.1% |
| 10Y | +826.4% | +244.5% | +581.9% | +352.2% |
| All | +2,771.1% | +642.2% | +2,129.0% | +904.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling