+203.0%
AMAT vs PFE
-4.1%
+207.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.6% | +4.4% |
| 7D | -1.5% | +1.8% | -3.3% | -1.7% |
| 30D | -14.8% | +10.2% | -25.0% | -15.8% |
| 3M | -9.3% | +12.7% | -22.0% | -10.5% |
| 6M | +27.4% | +10.5% | +16.9% | +26.0% |
| YTD | +77.6% | +20.2% | +57.4% | +73.0% |
| 1Y | +188.9% | +24.1% | +164.9% | +179.6% |
| All | +203.0% | -4.1% | +207.1% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling