+31,416.6%
AVGO vs PFE
+284.9%
+31,131.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.7% |
| 7D | -3.0% | +1.8% | -4.7% | -3.6% |
| 30D | -14.4% | +10.2% | -24.7% | -17.6% |
| 3M | -14.4% | +12.7% | -27.1% | -18.5% |
| 6M | +13.1% | +10.5% | +2.6% | +8.1% |
| YTD | +3.8% | +20.2% | -16.4% | -4.1% |
| 1Y | +17.8% | +24.1% | -6.3% | +6.7% |
| 3Y | +325.3% | -3.6% | +328.8% | +315.4% |
| 5Y | +689.9% | -20.9% | +710.8% | +716.7% |
| 10Y | +2,597.0% | +35.8% | +2,561.2% | +1,844.6% |
| All | +31,416.6% | +284.9% | +31,131.7% | +11,019.3% |
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