+4,451.6%
WWD vs PFG
+985.4%
+3,466.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | +4.0% | +2.4% | +1.6% | +2.8% |
| 30D | +0.4% | +5.9% | -5.5% | -2.5% |
| 3M | -7.9% | -0.4% | -7.5% | -8.1% |
| 6M | -10.6% | +14.8% | -25.5% | -17.2% |
| YTD | +9.4% | +31.9% | -22.5% | -5.5% |
| 1Y | +25.7% | +38.8% | -13.1% | +5.7% |
| 3Y | +148.5% | +82.4% | +66.2% | +80.0% |
| 5Y | +189.5% | +94.7% | +94.8% | +99.6% |
| 10Y | +451.8% | +187.0% | +264.8% | +210.0% |
| All | +4,451.6% | +985.4% | +3,466.2% | +1,316.8% |
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 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