+485.1%
PFGC vs WCN
+559.4%
-74.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.4% | +2.6% | +0.8% | +2.0% |
| 30D | +16.9% | +23.9% | -7.0% | +4.3% |
| 3M | +6.4% | +17.4% | -11.0% | -2.4% |
| 6M | +16.0% | +28.0% | -12.0% | +1.4% |
| YTD | +23.6% | +11.6% | +12.1% | +14.8% |
| 1Y | +16.6% | +16.9% | -0.3% | +5.2% |
| 3Y | +82.3% | +51.6% | +30.7% | +36.3% |
| 5Y | +138.7% | +48.0% | +90.7% | +78.7% |
| 10Y | +352.8% | +322.6% | +30.3% | +117.9% |
| All | +485.1% | +559.4% | -74.3% | +121.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling