+1,280.6%
NOK vs PCG
+31.9%
+1,248.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -2.7% | -0.5% | -2.3% | -2.6% |
| 30D | -20.4% | +0.8% | -21.1% | -20.4% |
| 3M | -9.6% | -22.0% | +12.4% | -7.0% |
| 6M | -35.6% | -17.1% | -18.6% | -34.5% |
| YTD | +27.5% | -16.9% | +44.4% | +29.6% |
| 1Y | +18.4% | -19.1% | +37.4% | +20.8% |
| 3Y | +151.8% | -19.4% | +171.3% | +155.6% |
| 5Y | +61.1% | +9.0% | +52.1% | +56.5% |
| 10Y | +123.7% | -76.2% | +199.9% | +129.9% |
| All | +1,280.6% | +31.9% | +1,248.8% | +891.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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