+635.6%
WING vs PFG
+224.1%
+411.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.0% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +26.6% | +5.0% | +21.7% | +24.9% |
| 3M | +42.5% | +0.1% | +42.5% | +42.2% |
| 6M | +29.4% | +13.8% | +15.6% | +23.7% |
| YTD | -32.8% | +31.2% | -64.0% | -38.5% |
| 1Y | -33.5% | +37.1% | -70.5% | -39.9% |
| 3Y | -23.4% | +80.6% | -104.0% | -37.7% |
| 5Y | -0.4% | +93.7% | -94.1% | -20.8% |
| 10Y | +647.8% | +185.5% | +462.3% | +378.7% |
| All | +635.6% | +224.1% | +411.4% | +351.5% |
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