+564.1%
AMZN vs PCG
-76.0%
+640.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -1.5% |
| 7D | -1.0% | +6.5% | -7.5% | -1.4% |
| 30D | -9.2% | -16.7% | +7.5% | -8.4% |
| 3M | +3.4% | -14.2% | +17.5% | +4.1% |
| 6M | +18.2% | -21.5% | +39.7% | +19.7% |
| YTD | +9.3% | -11.2% | +20.5% | +9.7% |
| 1Y | +5.9% | -4.2% | +10.1% | +5.7% |
| 3Y | +82.6% | -14.9% | +97.5% | +83.1% |
| 5Y | +44.9% | +54.2% | -9.4% | +40.7% |
| 10Y | +564.1% | -75.3% | +639.4% | +602.3% |
| All | +564.1% | -76.0% | +640.1% | +602.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling