+87.5%
AMZN vs PCG
-12.4%
+99.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.3% |
| 7D | -3.0% | -13.9% | +10.9% | -2.1% |
| 30D | -5.2% | -16.9% | +11.7% | -4.2% |
| 3M | +1.9% | -14.7% | +16.6% | +2.6% |
| 6M | +19.2% | -23.8% | +43.0% | +21.5% |
| YTD | +12.0% | -10.5% | +22.5% | +12.1% |
| 1Y | +9.7% | -5.1% | +14.8% | +8.7% |
| All | +87.5% | -12.4% | +99.9% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling