+61.4%
AMAT vs PFE
+35.1%
+26.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -2.3% |
| 7D | -11.2% | +4.6% | -15.8% | -9.8% |
| 30D | -31.9% | +12.3% | -44.2% | -29.6% |
| 3M | -32.3% | +21.2% | -53.5% | -29.4% |
| 6M | -5.4% | +21.1% | -26.5% | +0.3% |
| YTD | +44.3% | +30.0% | +14.2% | +50.8% |
| 1Y | +61.4% | +35.6% | +25.8% | +70.4% |
| All | +61.4% | +35.1% | +26.3% | +70.4% |
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