+780.0%
NOW vs PG
+118.2%
+661.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -9.9% | -2.7% | -7.2% | -9.1% |
| 30D | +2.8% | -1.5% | +4.4% | +3.3% |
| 3M | +23.7% | -3.4% | +27.0% | +25.2% |
| 6M | +12.5% | -7.0% | +19.5% | +14.8% |
| YTD | -14.4% | +2.0% | -16.4% | -16.2% |
| 1Y | -29.0% | -6.5% | -22.5% | -28.2% |
| 3Y | +9.3% | +1.2% | +8.1% | +3.5% |
| 5Y | +1.2% | +12.8% | -11.6% | -10.6% |
| All | +780.0% | +118.2% | +661.8% | +527.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 10y: compounded portfolio wealth divided by compounded PG 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…
10y analysis · Full analysis span regression · 6 months rolling