+6.9%
NXT vs PFGC
+12.5%
-5.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +13.5% | -2.4% | +7.4% |
| 7D | +30.0% | +13.9% | +16.1% | +25.4% |
| 30D | +28.6% | +18.4% | +10.2% | +23.0% |
| 3M | +8.4% | -2.5% | +10.9% | +7.3% |
| 6M | -8.7% | +26.0% | -34.8% | -17.8% |
| YTD | +22.5% | +21.9% | +0.6% | +11.5% |
| 1Y | +6.9% | +13.4% | -6.5% | -0.5% |
| All | +6.9% | +12.5% | -5.6% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling