+61.8%
PCG vs NVT
+425.5%
-363.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.2% | -0.6% | +3.0% |
| 7D | +5.4% | +10.4% | -5.0% | +3.8% |
| 30D | -15.1% | -1.3% | -13.8% | -15.1% |
| 3M | -9.8% | -0.6% | -9.2% | -10.4% |
| 6M | -18.0% | +53.8% | -71.8% | -25.6% |
| YTD | -7.2% | +60.2% | -67.4% | -16.9% |
| 1Y | +2.9% | +76.8% | -73.9% | -10.4% |
| 3Y | -11.1% | +191.2% | -202.3% | -35.6% |
| 5Y | +61.8% | +430.9% | -369.2% | -11.8% |
| All | +61.8% | +425.5% | -363.7% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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