+2,771.1%
NOW vs PG
+263.0%
+2,508.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.9% |
| 7D | -2.4% | +1.9% | -4.2% | -3.0% |
| 30D | +20.5% | -0.2% | +20.8% | +20.5% |
| 3M | +18.3% | +4.8% | +13.6% | +16.4% |
| 6M | +24.1% | -6.1% | +30.2% | +26.1% |
| YTD | -7.8% | +4.5% | -12.2% | -10.4% |
| 1Y | -21.4% | -5.3% | -16.1% | -20.9% |
| 3Y | +19.5% | +2.6% | +17.0% | +13.4% |
| 5Y | +4.1% | +15.6% | -11.5% | -7.6% |
| 10Y | +826.4% | +118.0% | +708.4% | +548.3% |
| All | +2,771.1% | +263.0% | +2,508.1% | +1,686.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling