+928.6%
WDC vs PCG
+58.3%
+870.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.4% | +3.4% | +5.4% |
| 7D | +1.7% | -13.9% | +15.6% | +4.3% |
| 30D | -10.0% | -16.9% | +6.9% | -7.1% |
| 3M | -18.8% | -14.7% | -4.0% | -17.2% |
| 6M | +79.0% | -23.8% | +102.9% | +87.9% |
| YTD | +171.6% | -10.5% | +182.1% | +172.7% |
| 1Y | +417.4% | -5.1% | +422.5% | +407.8% |
| 3Y | +1,251.8% | -11.6% | +1,263.4% | +1,218.1% |
| All | +928.6% | +58.3% | +870.3% | +683.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling