+508.6%
NVDA vs PCG
+13.7%
+494.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.7% | +3.2% |
| 7D | -8.8% | -1.6% | -7.2% | -8.5% |
| 30D | -21.4% | +1.4% | -22.8% | -21.6% |
| 3M | -14.7% | -23.4% | +8.7% | -10.1% |
| 6M | -10.0% | -19.4% | +9.4% | -6.9% |
| YTD | +0.3% | -18.5% | +18.8% | +2.9% |
| 1Y | -0.5% | -19.5% | +19.0% | +2.3% |
| 3Y | +309.2% | -21.0% | +330.2% | +306.6% |
| All | +508.6% | +13.7% | +494.8% | +376.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling