+643.8%
AMZN vs PFGC
+346.1%
+297.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +2.8% | +0.3% | +2.5% | +2.7% |
| 30D | +3.4% | +16.1% | -12.7% | +0.8% |
| 3M | +0.1% | +2.4% | -2.3% | -0.5% |
| 6M | +0.6% | +15.7% | -15.1% | -2.1% |
| YTD | +15.9% | +22.3% | -6.4% | +11.3% |
| 1Y | +9.5% | +13.9% | -4.3% | +6.4% |
| 3Y | +86.3% | +80.3% | +6.0% | +68.1% |
| 5Y | +51.7% | +136.1% | -84.4% | +31.4% |
| All | +643.8% | +346.1% | +297.8% | +499.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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