+48.5%
PFG vs NVMI
+53.9%
-5.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.5% | -7.0% | -1.7% |
| 7D | +5.5% | +6.6% | -1.1% | +5.3% |
| 30D | +2.4% | -7.5% | +9.9% | +2.5% |
| 3M | +13.6% | -28.5% | +42.1% | +14.2% |
| 6M | +27.9% | -15.7% | +43.6% | +26.3% |
| YTD | +35.6% | +13.3% | +22.2% | +30.6% |
| 1Y | +48.5% | +48.3% | +0.2% | +39.8% |
| All | +48.5% | +53.9% | -5.4% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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