+70.9%
NVT vs PFG
+51.4%
+19.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.9% |
| 7D | +5.1% | +5.5% | -0.4% | +3.8% |
| 30D | -3.7% | +2.4% | -6.1% | -4.4% |
| 3M | -10.1% | +13.6% | -23.7% | -13.7% |
| 6M | +37.5% | +27.9% | +9.6% | +24.5% |
| YTD | +53.7% | +35.6% | +18.2% | +36.4% |
| 1Y | +70.9% | +48.5% | +22.4% | +48.8% |
| All | +70.9% | +51.4% | +19.5% | +48.8% |
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