+419.1%
PFGC vs WCC
+671.8%
-252.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -2.2% |
| 7D | -2.2% | +4.5% | -6.7% | -4.1% |
| 30D | -11.9% | -5.8% | -6.1% | -10.0% |
| 3M | +5.0% | -3.7% | +8.7% | +4.5% |
| 6M | +8.6% | +23.1% | -14.5% | -4.2% |
| YTD | +9.7% | +44.2% | -34.5% | -10.4% |
| 1Y | -6.3% | +62.1% | -68.4% | -28.5% |
| 3Y | +58.2% | +121.1% | -62.9% | -5.4% |
| 5Y | +110.4% | +214.0% | -103.5% | -4.3% |
| 10Y | +272.8% | +472.8% | -200.0% | -19.2% |
| All | +419.1% | +671.8% | -252.7% | +10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling