+264,716.1%
AMZN vs PFE
+413.1%
+264,303.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.3% |
| 7D | +7.9% | -3.7% | +11.6% | +9.5% |
| 30D | -0.2% | +5.0% | -5.2% | -2.3% |
| 3M | -4.8% | +12.2% | -16.9% | -9.3% |
| 6M | -5.7% | +14.6% | -20.3% | -11.2% |
| YTD | +12.3% | +24.1% | -11.8% | +2.0% |
| 1Y | +6.7% | +26.6% | -19.9% | -4.1% |
| 3Y | +85.6% | +14.3% | +71.2% | +68.5% |
| 5Y | +47.4% | -21.9% | +69.3% | +53.3% |
| 10Y | +586.8% | +62.6% | +524.2% | +386.1% |
| All | +264,716.1% | +413.1% | +264,303.0% | +52,028.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling