+331.1%
AMD vs PFG
+67.7%
+263.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.2% | +5.5% |
| 7D | +2.6% | +5.5% | -3.0% | -0.5% |
| 30D | -0.9% | +2.4% | -3.3% | -2.4% |
| 3M | -8.7% | +13.6% | -22.3% | -16.2% |
| 6M | +136.3% | +27.9% | +108.5% | +101.9% |
| YTD | +123.0% | +35.6% | +87.4% | +82.8% |
| 1Y | +195.2% | +48.5% | +146.7% | +127.0% |
| All | +331.1% | +67.7% | +263.4% | +209.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling