+504.6%
NOW vs PTC
+326.2%
+178.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.5% |
| 7D | -3.1% | +0.8% | -3.9% | -3.5% |
| 30D | -27.0% | +0.7% | -27.8% | -27.4% |
| 3M | -17.7% | +32.6% | -50.3% | -34.1% |
| 6M | +12.7% | +33.6% | -20.9% | -10.7% |
| YTD | -32.9% | +12.4% | -45.4% | -39.9% |
| 1Y | -40.4% | +11.2% | -51.6% | -46.3% |
| 3Y | -17.1% | +31.7% | -48.8% | -35.4% |
| 5Y | -25.7% | +60.1% | -85.7% | -48.8% |
| 10Y | +504.6% | +317.2% | +187.4% | +119.2% |
| All | +504.6% | +326.2% | +178.4% | +119.2% |
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