+499.2%
NOW vs PTC
+334.9%
+164.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -26.0% | +0.8% | -26.8% | -26.4% |
| 3M | -13.1% | +32.1% | -45.2% | -30.2% |
| 6M | +14.5% | +42.6% | -28.1% | -13.2% |
| YTD | -33.4% | +12.0% | -45.4% | -40.2% |
| 1Y | -40.6% | +12.2% | -52.8% | -46.8% |
| 3Y | -16.3% | +31.2% | -47.5% | -34.7% |
| 5Y | -26.3% | +54.9% | -81.2% | -48.3% |
| All | +499.2% | +334.9% | +164.3% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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