+3.1%
WING vs PFG
+99.5%
-96.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.2% |
| 7D | -0.5% | -2.2% | +1.7% | +0.4% |
| 30D | +32.3% | +6.4% | +26.0% | +29.1% |
| 3M | +50.2% | +2.2% | +47.9% | +48.3% |
| 6M | +31.7% | +16.3% | +15.4% | +22.5% |
| YTD | -29.6% | +33.2% | -62.9% | -38.1% |
| 1Y | -29.7% | +40.6% | -70.3% | -39.6% |
| 3Y | -19.8% | +83.3% | -103.1% | -41.7% |
| 5Y | +3.1% | +97.7% | -94.7% | -29.1% |
| All | +3.1% | +99.5% | -96.5% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling