+331.1%
AMD vs PFE
-4.1%
+335.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +4.6% |
| 7D | +2.6% | +1.8% | +0.8% | +2.6% |
| 30D | -0.9% | +10.2% | -11.2% | -0.5% |
| 3M | -8.7% | +12.7% | -21.4% | -8.1% |
| 6M | +136.3% | +10.5% | +125.8% | +138.0% |
| YTD | +123.0% | +20.2% | +102.8% | +123.8% |
| 1Y | +195.2% | +24.1% | +171.1% | +193.2% |
| All | +331.1% | -4.1% | +335.1% | +344.3% |
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