-8.4%
PFGC vs WCC
+66.8%
-75.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -3.7% | +6.8% | -10.5% | -4.4% |
| 30D | -16.0% | -3.0% | -12.9% | -15.7% |
| 3M | -4.1% | +0.2% | -4.3% | -4.3% |
| 6M | +8.7% | +33.2% | -24.5% | +2.1% |
| YTD | +6.4% | +45.8% | -39.5% | +0.3% |
| 1Y | -8.4% | +68.4% | -76.8% | -14.2% |
| All | -8.4% | +66.8% | -75.2% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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