+73.7%
AMAT vs PFE
+28.3%
+45.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.7% | +6.1% |
| 7D | +7.0% | -3.0% | +9.9% | +6.1% |
| 30D | -20.6% | +5.2% | -25.8% | -19.3% |
| 3M | -24.8% | +12.2% | -37.0% | -22.7% |
| 6M | -10.7% | +17.8% | -28.5% | -6.5% |
| YTD | +54.3% | +26.2% | +28.1% | +56.4% |
| 1Y | +73.7% | +23.2% | +50.6% | +78.0% |
| All | +73.7% | +28.3% | +45.4% | +78.0% |
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