+484.2%
PFGC vs WING
+900.4%
-416.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | +0.4% |
| 7D | +15.0% | +5.0% | +10.1% | +13.6% |
| 30D | +17.0% | +38.7% | -21.7% | +6.9% |
| 3M | -2.5% | +44.7% | -47.2% | -12.6% |
| 6M | +19.2% | +31.5% | -12.3% | +8.2% |
| YTD | +23.4% | -28.4% | +51.9% | +28.6% |
| 1Y | +13.9% | -28.2% | +42.0% | +18.0% |
| 3Y | +82.0% | -18.4% | +100.4% | +64.3% |
| 5Y | +128.7% | +5.2% | +123.4% | +76.0% |
| 10Y | +361.5% | +699.8% | -338.3% | +88.1% |
| All | +484.2% | +900.4% | -416.2% | +136.4% |
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