-76.0%
PCG vs NVMI
+2,494.8%
-2,570.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.0% | +5.1% | +2.6% |
| 7D | +2.2% | +1.5% | +0.7% | +1.9% |
| 30D | +0.8% | -4.1% | +4.8% | +1.1% |
| 3M | -23.8% | -22.8% | -1.0% | -21.4% |
| 6M | -19.6% | -36.9% | +17.3% | -15.7% |
| YTD | -16.7% | -3.2% | -13.5% | -19.5% |
| 1Y | -19.4% | +7.1% | -26.5% | -23.6% |
| 3Y | -18.3% | +181.5% | -199.8% | -41.2% |
| 5Y | +10.4% | +141.2% | -130.8% | -20.4% |
| All | -76.0% | +2,494.8% | -2,570.8% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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