+825.7%
BKNG vs PFE
+68.8%
+757.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -5.9% |
| 7D | -7.9% | -2.7% | -5.2% | -6.9% |
| 30D | -15.9% | +3.8% | -19.8% | -17.0% |
| 3M | +11.1% | +10.4% | +0.7% | +7.2% |
| 6M | -0.7% | +6.3% | -7.0% | -2.9% |
| YTD | -15.4% | +17.4% | -32.8% | -20.2% |
| 1Y | -18.5% | +21.1% | -39.7% | -24.2% |
| 3Y | +46.5% | -1.6% | +48.1% | +43.5% |
| 5Y | +98.8% | -22.2% | +120.9% | +105.4% |
| 10Y | +218.4% | +32.9% | +185.5% | +159.7% |
| All | +825.7% | +68.8% | +757.0% | +538.5% |
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