+1,644.6%
ASML vs PFE
+35.4%
+1,609.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.6% |
| 7D | +1.1% | +1.8% | -0.6% | +0.5% |
| 30D | +2.2% | +10.2% | -8.0% | -1.2% |
| 3M | -2.3% | +12.7% | -15.0% | -6.4% |
| 6M | +23.0% | +10.5% | +12.4% | +18.5% |
| YTD | +61.1% | +20.2% | +40.9% | +50.9% |
| 1Y | +129.1% | +24.1% | +105.0% | +111.6% |
| 3Y | +165.4% | -3.6% | +168.9% | +162.7% |
| 5Y | +109.5% | -20.9% | +130.3% | +118.9% |
| All | +1,644.6% | +35.4% | +1,609.2% | +1,414.8% |
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