+46.1%
ASML vs PFE
+35.1%
+11.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -3.5% |
| 7D | -10.0% | +4.6% | -14.6% | -10.0% |
| 30D | -19.4% | +12.3% | -31.8% | -20.1% |
| 3M | -12.5% | +21.2% | -33.7% | -14.6% |
| 6M | +8.2% | +21.1% | -12.9% | +6.3% |
| YTD | +40.7% | +30.0% | +10.7% | +36.7% |
| 1Y | +46.1% | +35.6% | +10.5% | +43.5% |
| All | +46.1% | +35.1% | +11.0% | +43.5% |
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 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