+555.5%
AMZN vs PFE
+32.9%
+522.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | 0.0% |
| 7D | +0.8% | -2.7% | +3.5% | +1.4% |
| 30D | -6.4% | +3.8% | -10.2% | -7.3% |
| 3M | +4.8% | +10.4% | -5.6% | +2.2% |
| 6M | +20.5% | +6.3% | +14.3% | +18.5% |
| YTD | +11.3% | +17.4% | -6.0% | +6.7% |
| 1Y | +9.0% | +21.1% | -12.2% | +3.2% |
| 3Y | +85.9% | -1.6% | +87.5% | +83.3% |
| 5Y | +45.8% | -22.2% | +67.9% | +51.1% |
| 10Y | +555.5% | +32.9% | +522.6% | +532.5% |
| All | +555.5% | +32.9% | +522.6% | +532.5% |
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