+1,315.3%
AMAT vs PFE
+45.6%
+1,269.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.5% | +11.9% | +11.6% |
| 7D | -1.1% | -4.7% | +3.6% | +0.6% |
| 30D | -26.9% | +3.4% | -30.3% | -28.0% |
| 3M | -31.2% | +9.2% | -40.4% | -33.8% |
| 6M | -14.7% | +15.8% | -30.5% | -20.1% |
| YTD | +44.7% | +23.4% | +21.3% | +31.8% |
| 1Y | +62.0% | +25.8% | +36.1% | +46.1% |
| 3Y | +165.0% | +17.8% | +147.1% | +138.2% |
| 5Y | +147.1% | -20.2% | +167.3% | +156.8% |
| 10Y | +1,315.3% | +49.6% | +1,265.7% | +962.7% |
| All | +1,315.3% | +45.6% | +1,269.7% | +962.7% |
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