+278.7%
AMD vs PFG
+99.5%
+179.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +8.0% |
| 7D | +13.1% | -2.2% | +15.4% | +15.3% |
| 30D | -7.0% | +6.4% | -13.3% | -10.2% |
| 3M | +16.6% | +2.2% | +14.3% | +14.4% |
| 6M | +20.5% | +16.3% | +4.2% | +6.6% |
| YTD | +158.2% | +33.2% | +124.9% | +106.6% |
| 1Y | +132.8% | +40.6% | +92.2% | +78.9% |
| 3Y | +366.2% | +83.3% | +282.9% | +184.7% |
| 5Y | +278.7% | +97.7% | +180.9% | +108.4% |
| All | +278.7% | +99.5% | +179.1% | +108.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling