-50.3%
NVTS vs PFGC
+16.8%
-67.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -3.9% | -5.3% |
| 7D | +21.6% | +0.3% | +21.4% | +21.5% |
| 30D | -8.5% | +16.1% | -24.7% | -4.5% |
| 3M | -31.4% | +2.4% | -33.7% | -37.1% |
| 6M | -50.3% | +15.7% | -66.0% | -36.5% |
| All | -50.3% | +16.8% | -67.1% | -36.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling