-5.1%
PCG vs NVD
-61.9%
+56.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.5% |
| 7D | -13.9% | -11.1% | -2.7% | -13.4% |
| 30D | -16.9% | -13.3% | -3.6% | -16.4% |
| 3M | -14.7% | -19.8% | +5.1% | -14.0% |
| 6M | -23.8% | -48.8% | +25.0% | -22.3% |
| YTD | -10.5% | -49.7% | +39.2% | -8.9% |
| 1Y | -5.1% | -61.4% | +56.3% | -3.8% |
| All | -5.1% | -61.9% | +56.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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