+54,038.2%
AMZN vs PFG
+1,015.3%
+53,022.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | +0.3% |
| 7D | -3.0% | +5.5% | -8.5% | -4.6% |
| 30D | -5.2% | +2.4% | -7.6% | -5.9% |
| 3M | +1.9% | +13.6% | -11.7% | -2.1% |
| 6M | +19.2% | +27.9% | -8.7% | +10.6% |
| YTD | +12.0% | +35.6% | -23.6% | +1.9% |
| 1Y | +9.7% | +48.5% | -38.8% | -3.0% |
| 3Y | +87.2% | +66.9% | +20.3% | +59.3% |
| 5Y | +48.7% | +111.0% | -62.3% | +18.0% |
| 10Y | +569.3% | +244.5% | +324.8% | +325.9% |
| All | +54,038.2% | +1,015.3% | +53,022.9% | +27,141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling