+6,351.7%
AMD vs PFE
+61.4%
+6,290.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.7% | +11.5% |
| 7D | -11.0% | -3.7% | -7.3% | -10.0% |
| 30D | -30.5% | +5.0% | -35.4% | -31.6% |
| 3M | -8.2% | +12.2% | -20.4% | -11.8% |
| 6M | +6.6% | +14.6% | -8.0% | +1.2% |
| YTD | +109.7% | +24.1% | +85.6% | +92.7% |
| 1Y | +88.9% | +26.6% | +62.3% | +72.1% |
| 3Y | +301.8% | +14.3% | +287.5% | +268.5% |
| 5Y | +229.4% | -21.9% | +251.3% | +247.5% |
| All | +6,351.7% | +61.4% | +6,290.3% | +5,560.9% |
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