+9.0%
AMZN vs PCG
-18.8%
+27.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.5% |
| 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% | -3.7% |
| 6M | -0.7% | -17.1% | +16.4% | -1.3% |
| YTD | +17.4% | -16.9% | +34.2% | +19.1% |
| 1Y | +9.0% | -19.1% | +28.1% | +11.4% |
| All | +9.0% | -18.8% | +27.9% | +11.4% |
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