+28,084.6%
AVGO vs PFE
+295.4%
+27,789.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +9.0% |
| 7D | -0.9% | -4.7% | +3.8% | +0.9% |
| 30D | -11.6% | +3.4% | -15.0% | -12.9% |
| 3M | -25.2% | +9.2% | -34.4% | -27.9% |
| 6M | -25.4% | +15.8% | -41.3% | -30.0% |
| YTD | -7.2% | +23.4% | -30.6% | -15.3% |
| 1Y | -7.9% | +25.8% | -33.7% | -16.9% |
| 3Y | +262.1% | +17.8% | +244.3% | +222.6% |
| 5Y | +525.7% | -20.2% | +545.9% | +548.0% |
| 10Y | +2,300.3% | +49.6% | +2,250.7% | +1,540.8% |
| All | +28,084.6% | +295.4% | +27,789.2% | +9,719.5% |
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 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