+5.9%
AMZN vs PFE
+21.1%
-15.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.8% |
| 7D | -1.0% | -4.3% | +3.3% | -0.5% |
| 30D | -9.2% | +2.7% | -11.9% | -9.5% |
| 3M | +3.4% | +10.0% | -6.6% | +2.0% |
| 6M | +18.2% | +7.2% | +11.1% | +16.9% |
| YTD | +9.3% | +17.3% | -8.0% | +7.3% |
| 1Y | +5.9% | +20.3% | -14.4% | +3.2% |
| All | +5.9% | +21.1% | -15.1% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling