+940.0%
AMZN vs PFGC
+485.3%
+454.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.1% | +1.5% | -1.4% | -0.2% |
| 30D | +2.6% | +17.4% | -14.9% | -0.2% |
| 3M | -2.2% | -2.4% | +0.2% | -2.1% |
| 6M | -1.0% | +18.2% | -19.3% | -4.0% |
| YTD | +15.3% | +23.7% | -8.4% | +10.7% |
| 1Y | +6.9% | +15.0% | -8.1% | +3.7% |
| 3Y | +85.4% | +82.3% | +3.1% | +67.2% |
| 5Y | +53.3% | +131.9% | -78.6% | +33.1% |
| 10Y | +620.3% | +353.0% | +267.3% | +468.3% |
| All | +940.0% | +485.3% | +454.6% | +696.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling