-50.6%
NVO vs PCG
-11.6%
-39.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.6% | -6.7% | -3.5% |
| 7D | +0.1% | +5.4% | -5.3% | -0.6% |
| 30D | -3.2% | -15.1% | +11.9% | -1.5% |
| 3M | +11.5% | -9.8% | +21.3% | +12.6% |
| 6M | +22.9% | -18.0% | +40.9% | +25.5% |
| YTD | -6.8% | -7.2% | +0.4% | -6.5% |
| 1Y | -12.6% | +2.9% | -15.5% | -14.2% |
| All | -50.6% | -11.6% | -39.0% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling