+88.9%
AMD vs PFE
+27.1%
+61.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.7% | +10.3% |
| 7D | -11.0% | -3.7% | -7.3% | -12.5% |
| 30D | -30.5% | +5.0% | -35.4% | -28.7% |
| 3M | -8.2% | +12.2% | -20.4% | -3.3% |
| 6M | +6.6% | +14.6% | -8.0% | +15.3% |
| YTD | +109.7% | +24.1% | +85.6% | +126.3% |
| 1Y | +88.9% | +26.6% | +62.3% | +101.6% |
| All | +88.9% | +27.1% | +61.8% | +101.6% |
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