+643.8%
AMZN vs PFE
+46.4%
+597.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.0% |
| 7D | +2.8% | -2.1% | +4.9% | +3.3% |
| 30D | +3.4% | +3.1% | +0.3% | +2.5% |
| 3M | +0.1% | +11.2% | -11.1% | -2.7% |
| 6M | +0.6% | +15.0% | -14.4% | -3.0% |
| YTD | +15.9% | +23.5% | -7.7% | +9.4% |
| 1Y | +9.5% | +18.9% | -9.4% | +4.3% |
| 3Y | +86.3% | +18.7% | +67.6% | +74.0% |
| 5Y | +51.7% | -24.0% | +75.8% | +59.7% |
| All | +643.8% | +46.4% | +597.5% | +550.9% |
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