-99.1%
NVD vs PFGC
+59.5%
-158.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +3.8% |
| 7D | +9.0% | -4.8% | +13.9% | +6.4% |
| 30D | -5.5% | -17.2% | +11.7% | -14.2% |
| 3M | -24.6% | -6.3% | -18.3% | -26.6% |
| 6M | -42.1% | +8.8% | -50.9% | -37.2% |
| YTD | -44.3% | +4.9% | -49.3% | -40.4% |
| 1Y | -54.2% | -9.5% | -44.7% | -56.3% |
| All | -99.1% | +59.5% | -158.7% | -98.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling