+504.4%
NOW vs PTC
+313.0%
+191.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -1.7% | +0.8% | -2.5% | -2.2% |
| 30D | -27.4% | +1.2% | -28.6% | -27.9% |
| 3M | -19.4% | +32.6% | -52.0% | -35.5% |
| 6M | +13.1% | +36.1% | -23.0% | -11.5% |
| YTD | -34.3% | +12.7% | -46.9% | -41.2% |
| 1Y | -41.8% | +10.2% | -51.9% | -47.2% |
| 3Y | -20.7% | +29.4% | -50.2% | -37.5% |
| 5Y | -27.2% | +61.1% | -88.3% | -50.1% |
| All | +504.4% | +313.0% | +191.4% | +120.9% |
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