+6.7%
AMZN vs PCG
-14.1%
+20.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +6.1% |
| 7D | +4.5% | +1.9% | +2.6% | +4.5% |
| 30D | +5.8% | +8.5% | -2.7% | +5.8% |
| 3M | -4.1% | -22.9% | +18.8% | -5.5% |
| 6M | -2.2% | -16.8% | +14.5% | -2.9% |
| YTD | +15.3% | -15.8% | +31.0% | +16.9% |
| 1Y | +6.7% | -16.0% | +22.7% | +8.9% |
| All | +6.7% | -14.1% | +20.8% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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