+1.2%
NOW vs PG
+12.6%
-11.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.2% |
| 7D | -4.1% | -3.4% | -0.7% | -3.9% |
| 30D | +2.9% | -2.6% | +5.5% | +3.1% |
| 3M | +22.6% | -3.3% | +25.9% | +22.9% |
| 6M | +7.5% | -6.7% | +14.3% | +8.5% |
| YTD | -14.4% | +1.7% | -16.2% | -15.2% |
| 1Y | -29.8% | -7.9% | -21.9% | -29.1% |
| 3Y | +9.2% | +0.9% | +8.3% | +4.1% |
| All | +1.2% | +12.6% | -11.4% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling