+133,818.3%
AAPL vs PFE
+3,508.9%
+130,309.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.8% |
| 7D | +5.0% | -0.7% | +5.7% | +5.2% |
| 30D | +3.5% | +5.3% | -1.8% | +1.9% |
| 3M | +13.1% | +10.1% | +2.9% | +9.7% |
| 6M | +19.0% | +18.0% | +1.0% | +13.1% |
| YTD | +28.5% | +25.8% | +2.7% | +19.5% |
| 1Y | +29.7% | +28.4% | +1.3% | +19.7% |
| 3Y | +89.2% | +20.9% | +68.3% | +74.8% |
| 5Y | +141.2% | -21.5% | +162.7% | +150.0% |
| 10Y | +1,306.6% | +46.2% | +1,260.4% | +1,087.4% |
| All | +133,818.3% | +3,508.9% | +130,309.4% | +37,096.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling