+6,163.7%
WCC vs PFG
+996.3%
+5,167.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.4% | +3.9% |
| 7D | +3.3% | -2.2% | +5.6% | +4.7% |
| 30D | -9.4% | +6.4% | -15.8% | -12.3% |
| 3M | -10.5% | +2.2% | -12.7% | -11.9% |
| 6M | -10.4% | +16.3% | -26.7% | -17.8% |
| YTD | +34.4% | +33.2% | +1.2% | +15.4% |
| 1Y | +27.7% | +40.6% | -12.9% | +6.8% |
| 3Y | +137.9% | +83.3% | +54.6% | +76.2% |
| 5Y | +147.0% | +97.7% | +49.3% | +78.5% |
| 10Y | +442.5% | +189.9% | +252.6% | +229.3% |
| All | +6,163.7% | +996.3% | +5,167.5% | +1,947.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling