+17.8%
AVGO vs PFE
+22.9%
-5.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | 0.0% |
| 7D | -3.0% | +1.8% | -4.7% | -2.7% |
| 30D | -14.4% | +10.2% | -24.7% | -13.2% |
| 3M | -14.4% | +12.7% | -27.1% | -12.6% |
| 6M | +13.1% | +10.5% | +2.6% | +15.4% |
| YTD | +3.8% | +20.2% | -16.4% | +6.1% |
| 1Y | +17.8% | +24.1% | -6.3% | +20.8% |
| All | +17.8% | +22.9% | -5.1% | +20.8% |
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 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