+375.5%
WING vs PFG
+239.8%
+135.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | -2.3% | +3.2% | -5.5% | -3.3% |
| 30D | -5.6% | +0.9% | -6.6% | -6.0% |
| 3M | -22.9% | +7.7% | -30.6% | -24.9% |
| 6M | -50.4% | +29.0% | -79.4% | -54.3% |
| YTD | -53.3% | +32.5% | -85.8% | -57.2% |
| 1Y | -61.2% | +47.3% | -108.5% | -65.6% |
| 3Y | -30.1% | +68.2% | -98.3% | -41.3% |
| 5Y | -35.0% | +108.5% | -143.5% | -48.6% |
| 10Y | +375.5% | +241.4% | +134.2% | +212.7% |
| All | +375.5% | +239.8% | +135.8% | +212.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling