+412.4%
WDC vs PCG
-0.4%
+412.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +2.4% |
| 7D | +6.0% | +5.4% | +0.6% | +6.5% |
| 30D | +9.9% | -15.1% | +25.0% | +7.7% |
| 3M | -9.4% | -9.8% | +0.4% | -9.6% |
| 6M | +94.7% | -18.0% | +112.7% | +92.4% |
| YTD | +177.3% | -7.2% | +184.5% | +191.9% |
| 1Y | +412.4% | +2.9% | +409.6% | +444.2% |
| All | +412.4% | -0.4% | +412.8% | +444.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling