+112.3%
PFGC vs WCC
+229.6%
-117.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.3% | -2.6% |
| 7D | -2.4% | +8.5% | -10.9% | -4.8% |
| 30D | -15.8% | -1.0% | -14.8% | -15.7% |
| 3M | -0.6% | +2.1% | -2.7% | -2.4% |
| 6M | +10.7% | +36.8% | -26.2% | -1.8% |
| YTD | +7.6% | +47.7% | -40.1% | -7.2% |
| 1Y | -7.8% | +66.5% | -74.3% | -24.3% |
| 3Y | +63.7% | +134.2% | -70.4% | +11.5% |
| 5Y | +112.3% | +231.6% | -119.4% | +8.0% |
| All | +112.3% | +229.6% | -117.4% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling