-54.2%
NVD vs PFGC
-10.1%
-44.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +10.8% | -4.8% | +15.6% | +10.9% |
| 30D | +0.8% | -12.5% | +13.3% | +1.2% |
| 3M | -20.8% | -9.7% | -11.1% | -19.6% |
| 6M | -41.2% | +7.0% | -48.2% | -37.8% |
| YTD | -44.2% | +4.5% | -48.7% | -43.2% |
| 1Y | -54.2% | -11.6% | -42.6% | -43.8% |
| All | -54.2% | -10.1% | -44.1% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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