+156.4%
ADBE vs PFE
+33.5%
+123.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -8.9% | -4.3% | -4.6% | -7.5% |
| 30D | -6.6% | +2.7% | -9.3% | -7.4% |
| 3M | +7.1% | +10.0% | -2.8% | +3.8% |
| 6M | -9.8% | +7.2% | -16.9% | -12.0% |
| YTD | -27.2% | +17.3% | -44.5% | -31.1% |
| 1Y | -28.0% | +20.3% | -48.3% | -32.8% |
| 3Y | -54.5% | -1.6% | -52.9% | -55.2% |
| 5Y | -61.5% | -21.4% | -40.1% | -60.3% |
| 10Y | +156.4% | +35.2% | +121.2% | +117.5% |
| All | +156.4% | +33.5% | +123.0% | +117.5% |
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