+60.5%
GWW vs PFG
+37.6%
+22.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +3.6% | +2.4% | +1.2% | +2.8% |
| 30D | +12.1% | +5.9% | +6.3% | +10.6% |
| 3M | +12.9% | -0.4% | +13.4% | +12.9% |
| 6M | +19.3% | +14.8% | +4.5% | +14.3% |
| YTD | +48.7% | +31.9% | +16.8% | +32.8% |
| 1Y | +60.5% | +38.8% | +21.7% | +39.6% |
| All | +60.5% | +37.6% | +22.9% | +39.6% |
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