+85.9%
AMZN vs PFG
+71.3%
+14.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | 0.0% |
| 7D | +0.8% | +6.0% | -5.2% | -1.9% |
| 30D | -6.4% | +2.2% | -8.6% | -7.4% |
| 3M | +4.8% | +10.4% | -5.6% | -0.3% |
| 6M | +20.5% | +27.8% | -7.3% | +6.8% |
| YTD | +11.3% | +33.6% | -22.3% | -3.9% |
| 1Y | +9.0% | +49.3% | -40.3% | -11.4% |
| 3Y | +85.9% | +69.7% | +16.2% | +47.0% |
| All | +85.9% | +71.3% | +14.6% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling