+95.5%
AMD vs PFG
+46.8%
+48.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.1% | +0.9% |
| 7D | -15.5% | +4.9% | -20.4% | -15.5% |
| 30D | -22.6% | +5.7% | -28.3% | -22.6% |
| 3M | -5.7% | +2.6% | -8.3% | -5.9% |
| 6M | +43.1% | +19.8% | +23.3% | +34.8% |
| YTD | +128.2% | +36.3% | +91.9% | +105.0% |
| 1Y | +95.5% | +47.9% | +47.6% | +71.7% |
| All | +95.5% | +46.8% | +48.6% | +71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling