-75.3%
PCG vs NUE
+559.5%
-634.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.8% | -4.4% |
| 7D | +6.5% | -2.3% | +8.7% | +7.0% |
| 30D | -16.7% | -6.1% | -10.6% | -15.7% |
| 3M | -14.2% | +1.7% | -15.8% | -14.9% |
| 6M | -21.5% | +53.1% | -74.5% | -29.4% |
| YTD | -11.2% | +59.0% | -70.2% | -21.0% |
| 1Y | -4.2% | +85.3% | -89.5% | -18.2% |
| 3Y | -14.9% | +63.2% | -78.1% | -27.2% |
| 5Y | +54.2% | +146.8% | -92.5% | +11.1% |
| 10Y | -75.3% | +584.3% | -659.6% | -88.5% |
| All | -75.3% | +559.5% | -634.8% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling