Donoghue Forlines Dividend Fund A (PWDAX)

9.57 -0.02 (-0.21%) USD  |  Dec 13 2024
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PWDAX Alpha (vs YCharts Benchmark) (5Y)

Alpha (vs YCharts Benchmark) (5Y) Chart

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Sep '18
Jan '19
May '19
 
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Historical Data

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Alpha Definition

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Alpha measures the excess return that a security provides. Alpha can be measured by taking Risk Adjusted Security Return - Beta*(Risk Adjusted Market Return). This formula will return the outperformance that the security provides. Alpha is an important metric for active investing, where investors look for outperforming a particular benchmark.

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Alpha (vs YCharts Benchmark) (5Y) Range, Past 5 Years

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Alpha (vs YCharts Benchmark) (5Y) Benchmarks

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Tactical Dividend and Momentum Fund A Upgrade
Donoghue Forlines Momentum Fund A Upgrade
Vest S&P 500 Div Arstcrts Trgt Income A Upgrade
Nuveen Large Cap Value Index Fund Retirement Upgrade
Vanguard Russell 1000 Value Index Fund Inst Upgrade

Alpha (vs YCharts Benchmark) (5Y) Related Metrics

Alpha (5Y) Upgrade
Beta (5Y) Upgrade
Beta (vs YCharts Benchmark) (5Y) Upgrade
Annualized Standard Deviation of Monthly Returns (5Y Lookback) Upgrade
Historical Sharpe Ratio (5Y) Upgrade
Historical Sortino (5Y) Upgrade
Max Drawdown (5Y) Upgrade
Monthly Value at Risk (VaR) 5% (5Y Lookback) Upgrade

Alpha (vs YCharts Benchmark) (5Y) Excel Add-In Codes

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Metric Code: enhanced_market_alpha_60_month
Latest Data Point: =YCP("M:PWDAX", "enhanced_market_alpha_60_month")
Last 5 Data Points: =YCS("M:PWDAX", "enhanced_market_alpha_60_month", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.