+910.0%
AMZN vs PFGC
+419.1%
+490.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | -0.1% |
| 7D | -3.0% | -2.2% | -0.8% | -2.6% |
| 30D | -5.2% | -11.9% | +6.8% | -3.3% |
| 3M | +1.9% | +5.0% | -3.1% | +0.9% |
| 6M | +19.2% | +8.6% | +10.6% | +17.4% |
| YTD | +12.0% | +9.7% | +2.3% | +9.8% |
| 1Y | +9.7% | -6.3% | +16.0% | +10.1% |
| 3Y | +87.2% | +58.2% | +29.0% | +72.8% |
| 5Y | +48.7% | +110.4% | -61.8% | +31.4% |
| 10Y | +569.3% | +272.8% | +296.6% | +442.0% |
| All | +910.0% | +419.1% | +490.9% | +689.6% |
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