-18.3%
PCG vs NVDX
+265.5%
-283.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.0% | +6.2% | +2.2% |
| 7D | +2.2% | -24.7% | +26.9% | +2.3% |
| 30D | +0.8% | -48.2% | +48.9% | +1.0% |
| 3M | -23.8% | -51.9% | +28.1% | -23.6% |
| 6M | -19.6% | -55.6% | +36.0% | -19.3% |
| YTD | -16.7% | -41.5% | +24.8% | -16.7% |
| 1Y | -19.4% | -44.0% | +24.6% | -19.3% |
| 3Y | -18.3% | +262.2% | -280.5% | -17.0% |
| All | -18.3% | +265.5% | -283.8% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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