+992.6%
WDC vs PFG
+110.7%
+881.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +3.0% |
| 7D | +6.0% | +6.0% | 0.0% | +1.9% |
| 30D | +9.9% | +2.2% | +7.7% | +8.0% |
| 3M | -9.4% | +10.4% | -19.8% | -16.3% |
| 6M | +94.7% | +27.8% | +67.0% | +62.3% |
| YTD | +177.4% | +33.6% | +143.7% | +124.4% |
| 1Y | +412.6% | +49.3% | +363.3% | +282.9% |
| 3Y | +1,359.8% | +69.7% | +1,290.0% | +882.2% |
| 5Y | +992.6% | +111.3% | +881.2% | +517.1% |
| All | +992.6% | +110.7% | +881.9% | +517.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling