+301.8%
AMD vs PFE
+13.8%
+288.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.7% | +10.9% |
| 7D | -11.0% | -3.7% | -7.3% | -11.3% |
| 30D | -30.5% | +5.0% | -35.4% | -30.1% |
| 3M | -8.2% | +12.2% | -20.4% | -7.4% |
| 6M | +6.6% | +14.6% | -8.0% | +8.0% |
| YTD | +109.7% | +24.1% | +85.6% | +112.0% |
| 1Y | +88.9% | +26.6% | +62.3% | +90.9% |
| 3Y | +301.8% | +14.3% | +287.5% | +292.8% |
| All | +301.8% | +13.8% | +288.0% | +292.8% |
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