+261.9%
AMD vs PFE
+15.7%
+246.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.0% | -14.3% | -17.5% |
| 7D | -28.6% | -0.2% | -28.4% | -28.6% |
| 30D | -37.7% | +8.7% | -46.4% | -37.3% |
| 3M | -16.1% | +15.8% | -31.9% | -15.2% |
| 6M | +13.8% | +16.8% | -3.0% | +15.5% |
| YTD | +88.8% | +26.2% | +62.6% | +91.2% |
| 1Y | +57.8% | +29.9% | +27.8% | +59.6% |
| All | +261.9% | +15.7% | +246.2% | +254.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling