+70.8%
NVT vs PFG
+49.5%
+21.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.6% | +4.4% |
| 7D | +4.1% | -0.4% | +4.5% | +4.1% |
| 30D | -5.1% | +2.9% | -8.0% | -5.9% |
| 3M | -1.2% | +6.7% | -7.9% | -2.8% |
| 6M | +46.6% | +33.8% | +12.8% | +30.0% |
| YTD | +60.0% | +35.0% | +25.0% | +41.4% |
| 1Y | +70.8% | +46.4% | +24.4% | +48.2% |
| All | +70.8% | +49.5% | +21.3% | +48.2% |
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