+591.6%
AMZN vs PFE
+45.6%
+546.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.5% | +3.1% |
| 7D | +8.7% | -4.7% | +13.4% | +9.9% |
| 30D | +1.7% | +3.4% | -1.6% | +0.8% |
| 3M | -2.8% | +9.2% | -12.0% | -4.9% |
| 6M | -2.1% | +15.8% | -17.9% | -5.7% |
| YTD | +15.6% | +23.4% | -7.8% | +9.3% |
| 1Y | +9.2% | +25.8% | -16.6% | +2.6% |
| 3Y | +89.9% | +17.8% | +72.0% | +77.9% |
| 5Y | +49.3% | -20.2% | +69.5% | +54.4% |
| 10Y | +591.6% | +49.6% | +542.0% | +520.1% |
| All | +591.6% | +45.6% | +546.1% | +520.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling