-40.3%
NOW vs PFGC
+14.2%
-54.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.2% |
| 7D | -5.6% | +1.5% | -7.1% | -5.4% |
| 30D | -26.8% | +17.4% | -44.2% | -25.4% |
| 3M | -19.4% | -2.4% | -17.0% | -18.8% |
| 6M | +12.3% | +18.2% | -5.9% | +17.7% |
| YTD | -32.9% | +23.7% | -56.6% | -28.9% |
| 1Y | -40.3% | +15.0% | -55.3% | -36.5% |
| All | -40.3% | +14.2% | -54.5% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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