-5.8%
PCG vs NVDX
+833.4%
-839.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.9% | +7.5% | +3.7% |
| 7D | +5.4% | +7.3% | -1.9% | +5.4% |
| 30D | -15.1% | -0.9% | -14.2% | -15.1% |
| 3M | -9.8% | +8.4% | -18.2% | -9.8% |
| 6M | -18.0% | +38.2% | -56.2% | -18.3% |
| YTD | -7.2% | +19.3% | -26.5% | -7.5% |
| 1Y | +2.9% | +33.3% | -30.4% | +2.2% |
| All | -5.8% | +833.4% | -839.1% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling