+231.6%
WCC vs PFG
+110.7%
+120.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +3.6% |
| 7D | +8.5% | +6.0% | +2.5% | +2.9% |
| 30D | -1.0% | +2.2% | -3.2% | -3.3% |
| 3M | +2.1% | +10.4% | -8.3% | -7.4% |
| 6M | +36.8% | +27.8% | +9.0% | +8.9% |
| YTD | +47.7% | +33.6% | +14.1% | +12.9% |
| 1Y | +66.5% | +49.3% | +17.2% | +15.1% |
| 3Y | +134.2% | +69.7% | +64.4% | +44.2% |
| 5Y | +231.6% | +111.3% | +120.3% | +67.3% |
| All | +231.6% | +110.7% | +120.9% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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