+629.7%
AMZN vs PCG
-76.4%
+706.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +8.0% | -0.5% | +8.5% | +8.1% |
| 30D | +3.2% | +0.8% | +2.5% | +3.2% |
| 3M | -2.6% | -22.0% | +19.4% | -1.3% |
| 6M | -0.7% | -17.1% | +16.4% | +0.2% |
| YTD | +17.4% | -16.9% | +34.2% | +18.2% |
| 1Y | +9.0% | -19.1% | +28.1% | +10.0% |
| 3Y | +88.7% | -19.4% | +108.1% | +89.8% |
| 5Y | +55.6% | +9.0% | +46.6% | +53.5% |
| 10Y | +629.7% | -76.2% | +705.9% | +656.7% |
| All | +629.7% | -76.4% | +706.1% | +656.7% |
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