+108.7%
PFGC vs WU
-51.4%
+160.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -3.7% | -4.9% | +1.2% | -2.5% |
| 30D | -16.0% | -1.3% | -14.7% | -15.8% |
| 3M | -4.1% | -3.6% | -0.6% | -4.4% |
| 6M | +8.7% | -24.3% | +33.0% | +15.9% |
| YTD | +6.4% | -21.1% | +27.4% | +11.5% |
| 1Y | -8.4% | -10.3% | +1.9% | -8.5% |
| 3Y | +61.8% | -28.4% | +90.1% | +70.8% |
| 5Y | +108.7% | -51.2% | +159.9% | +152.5% |
| All | +108.7% | -51.4% | +160.1% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling