+195.2%
AMD vs PFE
+22.9%
+172.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +4.1% |
| 7D | +2.6% | +1.8% | +0.8% | +3.4% |
| 30D | -0.9% | +10.2% | -11.2% | +3.8% |
| 3M | -8.7% | +12.7% | -21.4% | -2.3% |
| 6M | +136.3% | +10.5% | +125.8% | +152.1% |
| YTD | +123.0% | +20.2% | +102.8% | +147.4% |
| 1Y | +195.2% | +24.1% | +171.1% | +214.4% |
| All | +195.2% | +22.9% | +172.3% | +214.4% |
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