+264,716.1%
AMZN vs PCG
+6.8%
+264,709.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | -0.1% |
| 7D | +7.9% | -1.6% | +9.5% | +8.1% |
| 30D | -0.2% | +1.4% | -1.6% | -0.4% |
| 3M | -4.8% | -23.4% | +18.6% | -2.3% |
| 6M | -5.7% | -19.4% | +13.7% | -4.0% |
| YTD | +12.3% | -18.5% | +30.8% | +14.1% |
| 1Y | +6.7% | -19.5% | +26.2% | +8.5% |
| 3Y | +85.6% | -21.0% | +106.5% | +87.9% |
| 5Y | +47.4% | +13.7% | +33.6% | +42.9% |
| 10Y | +586.8% | -77.2% | +664.0% | +621.0% |
| All | +264,716.1% | +6.8% | +264,709.3% | +123,769.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling