+55,908.4%
AMZN vs PFG
+979.8%
+54,928.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | +2.8% | +0.1% | +2.6% | +2.7% |
| 30D | +3.4% | +5.0% | -1.5% | +1.9% |
| 3M | +0.1% | +0.1% | 0.0% | -0.2% |
| 6M | +0.6% | +13.8% | -13.2% | -3.5% |
| YTD | +15.9% | +31.2% | -15.4% | +6.3% |
| 1Y | +9.5% | +37.1% | -27.6% | -0.9% |
| 3Y | +86.3% | +80.6% | +5.7% | +54.9% |
| 5Y | +51.7% | +93.7% | -42.0% | +23.4% |
| 10Y | +623.8% | +185.5% | +438.3% | +386.7% |
| All | +55,908.4% | +979.8% | +54,928.6% | +28,312.3% |
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