+769.7%
WWD vs PFGC
+485.1%
+284.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | +4.0% | +3.4% | +0.5% | +2.8% |
| 30D | +0.4% | +16.9% | -16.5% | -5.5% |
| 3M | -7.9% | +6.4% | -14.3% | -10.6% |
| 6M | -10.6% | +16.0% | -26.6% | -16.2% |
| YTD | +9.4% | +23.6% | -14.2% | -0.3% |
| 1Y | +25.7% | +16.6% | +9.1% | +17.0% |
| 3Y | +148.5% | +82.3% | +66.3% | +94.4% |
| 5Y | +189.5% | +138.7% | +50.8% | +99.9% |
| 10Y | +451.8% | +352.8% | +98.9% | +216.4% |
| All | +769.7% | +485.1% | +284.6% | +369.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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