+417.4%
WDC vs PFG
+51.4%
+366.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +5.9% |
| 7D | +1.7% | +5.5% | -3.8% | +1.4% |
| 30D | -10.0% | +2.4% | -12.3% | -10.0% |
| 3M | -18.8% | +13.6% | -32.3% | -21.2% |
| 6M | +79.0% | +27.9% | +51.1% | +62.1% |
| YTD | +171.6% | +35.6% | +136.0% | +142.3% |
| 1Y | +417.4% | +48.5% | +368.9% | +377.2% |
| All | +417.4% | +51.4% | +366.0% | +377.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling