+47.8%
NXPI vs PFG
+86.4%
-38.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.7% |
| 7D | -0.5% | +3.0% | -3.4% | -2.1% |
| 30D | +15.0% | +8.2% | +6.8% | +10.0% |
| 3M | +12.6% | +2.7% | +9.9% | +10.4% |
| 6M | -10.6% | +17.2% | -27.8% | -20.6% |
| YTD | +22.1% | +34.8% | -12.7% | -2.5% |
| 1Y | +29.8% | +43.6% | -13.8% | -1.0% |
| 3Y | +47.8% | +85.4% | -37.7% | -12.3% |
| All | +47.8% | +86.4% | -38.7% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling