+23,785.6%
WDC vs PFG
+1,015.3%
+22,770.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.6% |
| 7D | +1.7% | +5.5% | -3.8% | -1.0% |
| 30D | -10.0% | +2.4% | -12.3% | -11.2% |
| 3M | -18.8% | +13.6% | -32.3% | -24.3% |
| 6M | +79.0% | +27.9% | +51.1% | +58.0% |
| YTD | +171.6% | +35.6% | +136.0% | +133.5% |
| 1Y | +417.4% | +48.5% | +368.9% | +325.4% |
| 3Y | +1,251.8% | +66.9% | +1,184.9% | +949.4% |
| 5Y | +911.7% | +111.0% | +800.7% | +608.3% |
| 10Y | +1,399.6% | +244.5% | +1,155.1% | +746.9% |
| All | +23,785.6% | +1,015.3% | +22,770.4% | +5,105.6% |
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