-10.8%
PCG vs NVMI
+212.3%
-223.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.6% |
| 7D | +5.4% | +11.7% | -6.3% | +5.3% |
| 30D | -15.1% | -4.0% | -11.1% | -15.1% |
| 3M | -9.8% | -25.8% | +15.9% | -9.8% |
| 6M | -18.0% | -8.3% | -9.7% | -18.2% |
| YTD | -7.2% | +14.8% | -22.1% | -7.9% |
| 1Y | +2.9% | +37.9% | -35.0% | +1.7% |
| All | -10.8% | +212.3% | -223.0% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling