+0.7%
NVO vs PCG
+55.2%
-54.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +2.9% | -0.7% |
| 7D | -4.7% | +6.5% | -11.2% | -5.6% |
| 30D | -5.4% | -16.7% | +11.3% | -3.3% |
| 3M | +7.0% | -14.2% | +21.1% | +8.9% |
| 6M | +17.6% | -21.5% | +39.1% | +21.2% |
| YTD | -8.0% | -11.2% | +3.1% | -7.3% |
| 1Y | -13.8% | -4.2% | -9.6% | -14.5% |
| 3Y | -50.3% | -14.9% | -35.4% | -50.4% |
| 5Y | +0.7% | +54.2% | -53.6% | -14.2% |
| All | +0.7% | +55.2% | -54.6% | -14.2% |
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 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