+6,406.4%
AMD vs PFE
+35.4%
+6,371.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +5.1% |
| 7D | +2.6% | +1.8% | +0.8% | +2.0% |
| 30D | -0.9% | +10.2% | -11.2% | -4.1% |
| 3M | -8.7% | +12.7% | -21.4% | -12.7% |
| 6M | +136.3% | +10.5% | +125.8% | +127.0% |
| YTD | +123.0% | +20.2% | +102.8% | +107.2% |
| 1Y | +195.2% | +24.1% | +171.1% | +168.0% |
| 3Y | +336.3% | -3.6% | +339.9% | +330.5% |
| 5Y | +334.5% | -20.9% | +355.3% | +350.0% |
| All | +6,406.4% | +35.4% | +6,371.0% | +5,517.0% |
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 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