-28.8%
WING vs PFG
+46.8%
-75.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.4% | +2.2% |
| 7D | +21.0% | +4.9% | +16.1% | +18.8% |
| 30D | +56.9% | +5.7% | +51.2% | +53.6% |
| 3M | +38.4% | +2.6% | +35.8% | +36.7% |
| 6M | +12.0% | +19.8% | -7.8% | -0.5% |
| YTD | -29.2% | +36.3% | -65.5% | -40.5% |
| 1Y | -28.8% | +47.9% | -76.7% | -41.8% |
| All | -28.8% | +46.8% | -75.6% | -41.8% |
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