+15,011.6%
WDC vs PFG
+985.4%
+14,026.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.2% |
| 7D | +12.1% | +2.4% | +9.7% | +11.0% |
| 30D | -18.8% | +5.9% | -24.7% | -20.8% |
| 3M | -39.3% | -0.4% | -38.9% | -39.4% |
| 6M | -40.1% | +14.8% | -55.0% | -44.6% |
| YTD | +71.8% | +31.9% | +39.9% | +49.4% |
| 1Y | +88.5% | +38.8% | +49.7% | +60.0% |
| 3Y | +770.0% | +82.4% | +687.6% | +550.4% |
| 5Y | +549.0% | +94.7% | +454.3% | +370.5% |
| 10Y | +650.3% | +187.0% | +463.3% | +355.5% |
| All | +15,011.6% | +985.4% | +14,026.2% | +3,231.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling