+634.1%
NOW vs PFGC
+465.8%
+168.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | 0.0% |
| 7D | -3.0% | +8.5% | -11.5% | -4.6% |
| 30D | -26.0% | +15.0% | -41.0% | -28.1% |
| 3M | -13.1% | -6.2% | -6.9% | -12.5% |
| 6M | +14.5% | +15.7% | -1.2% | +10.9% |
| YTD | -33.4% | +19.6% | -53.0% | -36.4% |
| 1Y | -40.6% | +13.2% | -53.8% | -42.7% |
| 3Y | -16.3% | +77.0% | -93.3% | -25.8% |
| 5Y | -26.3% | +121.5% | -147.8% | -37.4% |
| 10Y | +512.7% | +354.5% | +158.2% | +372.2% |
| All | +634.1% | +465.8% | +168.3% | +458.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling