+319.1%
DELL vs PFE
+22.9%
+296.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +1.7% |
| 7D | +14.9% | +1.8% | +13.1% | +14.7% |
| 30D | +13.3% | +10.2% | +3.0% | +11.7% |
| 3M | +24.4% | +12.7% | +11.7% | +23.0% |
| 6M | +258.0% | +10.5% | +247.5% | +254.8% |
| YTD | +320.2% | +20.2% | +300.0% | +306.8% |
| 1Y | +319.1% | +24.1% | +295.0% | +288.2% |
| All | +319.1% | +22.9% | +296.2% | +288.2% |
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