+1.6%
NXPI vs PFG
+47.8%
-46.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.1% |
| 7D | -2.3% | +3.2% | -5.5% | -3.0% |
| 30D | -4.3% | +0.9% | -5.3% | -4.5% |
| 3M | -24.7% | +7.7% | -32.4% | -26.7% |
| 6M | +9.7% | +29.0% | -19.2% | -3.2% |
| YTD | +3.8% | +32.5% | -28.7% | -10.0% |
| 1Y | +1.6% | +47.3% | -45.7% | -14.6% |
| All | +1.6% | +47.8% | -46.2% | -14.6% |
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