+33.9%
NXPI vs PFGC
+122.2%
-88.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.3% |
| 7D | -0.5% | +15.0% | -15.5% | -6.2% |
| 30D | +15.0% | +17.0% | -2.0% | +7.5% |
| 3M | +12.6% | -2.5% | +15.0% | +13.1% |
| 6M | -10.6% | +19.2% | -29.8% | -18.3% |
| YTD | +22.1% | +23.4% | -1.4% | +8.1% |
| 1Y | +29.8% | +13.9% | +15.9% | +19.3% |
| 3Y | +47.8% | +82.0% | -34.2% | +6.6% |
| 5Y | +33.9% | +128.7% | -94.8% | -16.7% |
| All | +33.9% | +122.2% | -88.4% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling