-19.4%
PCG vs NVMI
+204.4%
-223.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +2.9% | +0.7% |
| 7D | -0.5% | +7.6% | -8.0% | -0.5% |
| 30D | +0.8% | -7.7% | +8.5% | +0.8% |
| 3M | -22.0% | -15.4% | -6.7% | -22.0% |
| 6M | -17.1% | -37.5% | +20.4% | -17.1% |
| YTD | -16.9% | -0.8% | -16.0% | -17.3% |
| 1Y | -19.1% | +2.4% | -21.4% | -19.5% |
| 3Y | -19.4% | +191.5% | -210.9% | -31.2% |
| All | -19.4% | +204.4% | -223.8% | -31.2% |
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