-9.8%
PCG vs NVDX
+815.5%
-825.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.3% | -4.2% |
| 7D | +6.5% | -0.9% | +7.3% | +6.5% |
| 30D | -16.7% | +3.0% | -19.7% | -16.7% |
| 3M | -14.2% | +6.8% | -20.9% | -14.2% |
| 6M | -21.5% | +28.6% | -50.1% | -21.7% |
| YTD | -11.2% | +17.0% | -28.2% | -11.4% |
| 1Y | -4.2% | +27.0% | -31.2% | -4.7% |
| All | -9.8% | +815.5% | -825.3% | -15.6% |
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