+17.2%
CDW vs PFG
+43.7%
-26.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.0% | +0.8% | +2.4% |
| 7D | +9.3% | +2.3% | +7.0% | +8.2% |
| 30D | +15.8% | +7.6% | +8.2% | +12.1% |
| 3M | +21.8% | +2.5% | +19.3% | +20.6% |
| 6M | +58.8% | +16.6% | +42.2% | +47.9% |
| YTD | +22.8% | +34.1% | -11.3% | +4.8% |
| All | +17.2% | +43.7% | -26.5% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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