+419.1%
PFGC vs WING
+544.2%
-125.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -2.2% | -3.9% | +1.7% | -1.2% |
| 30D | -11.9% | -11.6% | -0.4% | -9.5% |
| 3M | +5.0% | -24.2% | +29.2% | +11.6% |
| 6M | +8.6% | -54.1% | +62.7% | +30.7% |
| YTD | +9.7% | -53.9% | +63.6% | +29.3% |
| 1Y | -6.3% | -64.4% | +58.1% | +17.7% |
| 3Y | +58.2% | -30.2% | +88.4% | +46.1% |
| 5Y | +110.4% | -34.1% | +144.5% | +83.7% |
| 10Y | +272.8% | +342.1% | -69.4% | +75.2% |
| All | +419.1% | +544.2% | -125.1% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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