+1,980.5%
NOW vs PTC
+848.3%
+1,132.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.7% |
| 7D | -6.7% | -0.1% | -6.6% | -6.6% |
| 30D | -25.8% | +0.8% | -26.6% | -26.2% |
| 3M | -12.7% | +39.6% | -52.2% | -32.9% |
| 6M | +11.2% | +41.5% | -30.2% | -15.7% |
| YTD | -33.2% | +11.7% | -44.9% | -40.1% |
| 1Y | -41.8% | +2.4% | -44.3% | -45.0% |
| 3Y | -15.7% | +31.9% | -47.6% | -34.6% |
| 5Y | -26.0% | +54.5% | -80.6% | -48.2% |
| 10Y | +515.1% | +342.1% | +173.0% | +96.1% |
| All | +1,980.5% | +848.3% | +1,132.1% | +375.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling