+418.8%
BE vs PFE
+19.4%
+399.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.3% | +11.9% | +8.8% |
| 7D | +29.8% | -2.7% | +32.4% | +28.7% |
| 30D | +26.4% | +3.8% | +22.5% | +28.1% |
| 3M | +9.3% | +10.4% | -1.0% | +14.3% |
| 6M | +105.1% | +6.3% | +98.8% | +115.0% |
| YTD | +219.0% | +17.4% | +201.7% | +218.2% |
| 1Y | +418.8% | +21.1% | +397.6% | +403.7% |
| All | +418.8% | +19.4% | +399.3% | +403.7% |
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