+553.0%
AMZN vs PFG
+247.4%
+305.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -2.7% | -3.0% | +0.3% | -1.8% |
| 30D | -7.5% | +2.5% | -10.0% | -8.2% |
| 3M | +5.8% | +6.1% | -0.2% | +3.8% |
| 6M | +17.5% | +31.3% | -13.8% | +8.0% |
| YTD | +9.1% | +33.6% | -24.4% | -0.4% |
| 1Y | +9.4% | +48.5% | -39.2% | -3.5% |
| 3Y | +82.2% | +69.6% | +12.6% | +54.2% |
| 5Y | +45.2% | +111.5% | -66.2% | +16.8% |
| All | +553.0% | +247.4% | +305.6% | +357.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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