+911.9%
NVDA vs PFGC
+111.7%
+800.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.3% |
| 7D | -0.3% | -3.7% | +3.4% | +1.5% |
| 30D | +2.8% | -16.0% | +18.8% | +11.5% |
| 3M | +7.4% | -4.1% | +11.6% | +8.4% |
| 6M | +22.6% | +8.7% | +13.9% | +15.2% |
| YTD | +20.1% | +6.4% | +13.7% | +12.8% |
| 1Y | +31.2% | -8.4% | +39.5% | +32.7% |
| 3Y | +391.7% | +61.8% | +330.0% | +243.1% |
| 5Y | +911.9% | +108.7% | +803.2% | +492.7% |
| All | +911.9% | +111.7% | +800.2% | +492.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling