+29,187.3%
AVGO vs PFE
+303.0%
+28,884.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | 0.0% | -0.7% | +0.7% | +0.3% |
| 30D | -8.2% | +5.3% | -13.5% | -10.1% |
| 3M | -21.3% | +10.1% | -31.4% | -24.3% |
| 6M | -22.5% | +18.0% | -40.6% | -27.7% |
| YTD | -3.6% | +25.8% | -29.4% | -12.6% |
| 1Y | -6.7% | +28.4% | -35.1% | -16.4% |
| 3Y | +258.1% | +20.9% | +237.2% | +216.0% |
| 5Y | +560.9% | -21.5% | +582.4% | +593.4% |
| 10Y | +2,475.6% | +46.2% | +2,429.4% | +1,696.7% |
| All | +29,187.3% | +303.0% | +28,884.3% | +10,036.9% |
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