-24.1%
NU vs PCG
-14.1%
-10.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +3.3% |
| 7D | +0.2% | +1.9% | -1.7% | +0.1% |
| 30D | -21.0% | +8.5% | -29.5% | -21.1% |
| 3M | -16.3% | -22.9% | +6.6% | -16.1% |
| 6M | -15.3% | -16.8% | +1.4% | -14.3% |
| YTD | -28.4% | -15.8% | -12.6% | -23.5% |
| 1Y | -24.1% | -16.0% | -8.1% | -19.2% |
| All | -24.1% | -14.1% | -10.0% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling