+66.6%
WDC vs PCG
-19.4%
+86.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.5% | +9.9% |
| 7D | -14.4% | -1.1% | -13.4% | -14.5% |
| 30D | -27.1% | +0.1% | -27.1% | -27.1% |
| 3M | -33.3% | -24.4% | -8.8% | -35.1% |
| 6M | -39.6% | -17.7% | -21.9% | -40.1% |
| YTD | +68.4% | -17.4% | +85.8% | +82.9% |
| All | +66.6% | -19.4% | +86.0% | +92.4% |
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