+35.1%
AAPL vs PFE
+21.1%
+14.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.0% | -4.3% | +1.3% | -2.1% |
| 30D | +2.3% | +2.7% | -0.4% | +1.7% |
| 3M | +8.6% | +10.0% | -1.4% | +6.1% |
| 6M | +21.6% | +7.2% | +14.4% | +19.2% |
| YTD | +16.3% | +17.3% | -1.0% | +13.1% |
| 1Y | +35.1% | +20.3% | +14.7% | +31.1% |
| All | +35.1% | +21.1% | +14.0% | +31.1% |
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