+16.1%
NXPI vs PFGC
+111.7%
-95.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | -2.3% | -3.7% | +1.4% | -0.8% |
| 30D | -4.3% | -16.0% | +11.6% | +2.4% |
| 3M | -24.7% | -4.1% | -20.5% | -24.0% |
| 6M | +9.7% | +8.7% | +1.0% | +4.2% |
| YTD | +3.8% | +6.4% | -2.6% | -1.7% |
| 1Y | +1.6% | -8.4% | +10.0% | +2.9% |
| 3Y | +16.0% | +61.8% | -45.7% | -11.0% |
| 5Y | +16.1% | +108.7% | -92.6% | -20.6% |
| All | +16.1% | +111.7% | -95.6% | -20.6% |
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