+132.8%
AMD vs PFE
+28.3%
+104.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.4% |
| 7D | +13.1% | -3.0% | +16.1% | +11.6% |
| 30D | -7.0% | +5.2% | -12.2% | -4.5% |
| 3M | +16.6% | +12.2% | +4.3% | +22.7% |
| 6M | +20.5% | +17.8% | +2.7% | +31.0% |
| YTD | +158.2% | +26.2% | +132.0% | +175.6% |
| 1Y | +132.8% | +23.2% | +109.6% | +149.0% |
| All | +132.8% | +28.3% | +104.5% | +149.0% |
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 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