-44.0%
NVDX vs PFG
+37.6%
-81.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.1% |
| 7D | -24.7% | +2.4% | -27.1% | -25.0% |
| 30D | -48.2% | +5.9% | -54.0% | -48.1% |
| 3M | -51.9% | -0.4% | -51.4% | -51.6% |
| 6M | -55.6% | +14.8% | -70.5% | -57.9% |
| YTD | -41.5% | +31.9% | -73.4% | -47.8% |
| 1Y | -44.0% | +38.8% | -82.8% | -50.6% |
| All | -44.0% | +37.6% | -81.6% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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