+29.9%
AAPL vs PFE
+35.1%
-5.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +4.6% |
| 7D | +1.7% | +4.6% | -2.9% | +0.5% |
| 30D | +5.0% | +12.3% | -7.3% | +1.8% |
| 3M | +13.1% | +21.2% | -8.1% | +7.4% |
| 6M | +26.5% | +21.1% | +5.4% | +19.4% |
| YTD | +28.9% | +30.0% | -1.1% | +20.5% |
| 1Y | +29.9% | +35.6% | -5.7% | +20.0% |
| All | +29.9% | +35.1% | -5.2% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 1y: compounded portfolio wealth divided by compounded PFE 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…
1y analysis · Full analysis span regression · 6 months rolling