+1,306.6%
AAPL vs PFE
+47.0%
+1,259.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.8% |
| 7D | +5.0% | -0.7% | +5.7% | +5.3% |
| 30D | +3.5% | +5.3% | -1.8% | +1.6% |
| 3M | +13.1% | +10.1% | +2.9% | +9.2% |
| 6M | +19.0% | +18.0% | +1.0% | +12.1% |
| YTD | +28.5% | +25.8% | +2.7% | +18.1% |
| 1Y | +29.7% | +28.4% | +1.3% | +18.1% |
| 3Y | +89.2% | +20.9% | +68.3% | +71.9% |
| 5Y | +141.2% | -21.5% | +162.7% | +153.2% |
| 10Y | +1,306.6% | +46.2% | +1,260.4% | +994.0% |
| All | +1,306.6% | +47.0% | +1,259.7% | +994.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling