+12.3%
WFC vs PCG
-6.6%
+18.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.6% | +0.7% |
| 7D | +3.8% | -13.9% | +17.6% | +4.8% |
| 30D | +1.5% | -16.9% | +18.3% | +2.6% |
| 3M | +10.9% | -14.7% | +25.6% | +11.5% |
| 6M | +8.4% | -23.8% | +32.2% | +10.4% |
| YTD | -1.9% | -10.5% | +8.6% | -2.5% |
| 1Y | +12.3% | -5.1% | +17.5% | +12.2% |
| All | +12.3% | -6.6% | +18.9% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling