+127.4%
ADBE vs PFE
+47.0%
+80.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.8% | -0.7% | -3.1% | -3.6% |
| 30D | -2.3% | +5.3% | -7.6% | -4.0% |
| 3M | -13.3% | +10.1% | -23.4% | -16.1% |
| 6M | -6.5% | +18.0% | -24.5% | -11.7% |
| YTD | -32.4% | +25.8% | -58.2% | -37.6% |
| 1Y | -28.0% | +28.4% | -56.5% | -34.1% |
| 3Y | -60.4% | +20.9% | -81.3% | -63.9% |
| 5Y | -63.4% | -21.5% | -41.9% | -61.6% |
| 10Y | +127.4% | +46.2% | +81.2% | +68.8% |
| All | +127.4% | +47.0% | +80.5% | +68.8% |
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