+1,580.2%
BE vs PFE
+0.1%
+1,580.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +7.4% |
| 7D | +20.0% | +1.8% | +18.2% | +19.9% |
| 30D | +7.9% | +10.2% | -2.3% | +7.6% |
| 3M | -13.2% | +12.7% | -25.9% | -13.3% |
| 6M | +53.5% | +10.5% | +42.9% | +53.4% |
| YTD | +191.0% | +20.2% | +170.9% | +185.1% |
| 1Y | +360.5% | +24.1% | +336.5% | +348.0% |
| All | +1,580.2% | +0.1% | +1,580.1% | +1,586.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling