+94.9%
AAPL vs PFE
+14.7%
+80.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +3.0% | +2.6% |
| 7D | +3.7% | -4.7% | +8.4% | +4.8% |
| 30D | +4.2% | +3.4% | +0.8% | +3.4% |
| 3M | +12.0% | +9.2% | +2.8% | +9.8% |
| 6M | +19.8% | +15.8% | +4.0% | +15.8% |
| YTD | +29.3% | +23.4% | +5.9% | +23.4% |
| 1Y | +31.1% | +25.8% | +5.3% | +24.4% |
| 3Y | +94.9% | +17.8% | +77.0% | +80.0% |
| All | +94.9% | +14.7% | +80.1% | +80.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling