+16.6%
PFGC vs WCN
+16.4%
+0.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.4% | +2.6% | +0.8% | +3.1% |
| 30D | +16.9% | +23.9% | -7.0% | +16.0% |
| 3M | +6.4% | +17.4% | -11.0% | +5.4% |
| 6M | +16.0% | +28.0% | -12.0% | +17.0% |
| YTD | +23.6% | +11.6% | +12.1% | +23.3% |
| 1Y | +16.6% | +16.9% | -0.3% | +14.4% |
| All | +16.6% | +16.4% | +0.2% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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