+2.9%
PCG vs NVTS
+112.0%
-109.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.6% |
| 7D | +5.4% | +9.7% | -4.3% | +5.4% |
| 30D | -15.1% | -13.6% | -1.5% | -15.1% |
| 3M | -9.8% | -51.0% | +41.2% | -9.6% |
| 6M | -18.0% | +46.3% | -64.4% | -18.9% |
| YTD | -7.2% | +68.1% | -75.3% | -9.1% |
| 1Y | +2.9% | +113.9% | -111.0% | -0.5% |
| All | +2.9% | +112.0% | -109.1% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 1y: compounded portfolio wealth divided by compounded NVTS 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…
1y analysis · Full analysis span regression · 6 months rolling