+247.1%
NXPI vs PFGC
+485.1%
-238.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | +6.8% | +3.4% | +3.4% | +5.6% |
| 30D | +20.0% | +16.9% | +3.1% | +13.5% |
| 3M | +14.8% | +6.4% | +8.4% | +11.9% |
| 6M | -10.5% | +16.0% | -26.5% | -15.9% |
| YTD | +23.7% | +23.6% | +0.1% | +12.7% |
| 1Y | +34.1% | +16.6% | +17.5% | +24.4% |
| 3Y | +51.2% | +82.3% | -31.0% | +19.8% |
| 5Y | +33.4% | +138.7% | -105.3% | -4.7% |
| 10Y | +209.2% | +352.8% | -143.6% | +62.4% |
| All | +247.1% | +485.1% | -238.0% | +73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling