+514.0%
NOW vs PTC
+312.5%
+201.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +0.3% | +0.5% | -0.2% | 0.0% |
| 30D | -27.0% | +1.2% | -28.2% | -27.5% |
| 3M | -19.6% | +27.4% | -47.0% | -33.8% |
| 6M | +17.5% | +39.2% | -21.7% | -9.5% |
| YTD | -33.3% | +12.5% | -45.8% | -40.2% |
| 1Y | -39.8% | +12.3% | -52.1% | -46.1% |
| 3Y | -19.9% | +28.8% | -48.7% | -36.7% |
| 5Y | -26.1% | +60.9% | -86.9% | -49.3% |
| All | +514.0% | +312.5% | +201.5% | +124.6% |
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