+16.3%
NXPI vs PFG
+71.3%
-55.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -0.9% |
| 7D | +0.7% | +6.0% | -5.3% | -3.1% |
| 30D | -6.6% | +2.2% | -8.8% | -8.1% |
| 3M | -25.4% | +10.4% | -35.8% | -30.8% |
| 6M | +11.9% | +27.8% | -15.9% | -6.6% |
| YTD | +4.0% | +33.6% | -29.6% | -16.3% |
| 1Y | +1.0% | +49.3% | -48.3% | -25.2% |
| 3Y | +16.3% | +69.7% | -53.4% | -24.8% |
| All | +16.3% | +71.3% | -55.0% | -24.8% |
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 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