-3.0%
NU vs PCG
-1.5%
-1.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.3% | +2.1% | -2.3% |
| 7D | -2.6% | +6.5% | -9.0% | -2.4% |
| 30D | +8.2% | -16.7% | +25.0% | +8.7% |
| 3M | +26.3% | -14.2% | +40.4% | +27.2% |
| 6M | +2.2% | -21.5% | +23.7% | +2.3% |
| YTD | -10.4% | -11.2% | +0.8% | -6.6% |
| 1Y | -3.0% | -4.2% | +1.2% | +3.6% |
| All | -3.0% | -1.5% | -1.5% | +3.6% |
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