+4,177.7%
DELL vs PFE
+33.5%
+4,144.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +8.7% | -4.3% | +13.0% | +10.1% |
| 30D | +16.9% | +2.7% | +14.2% | +15.9% |
| 3M | +40.4% | +10.0% | +30.4% | +36.1% |
| 6M | +267.1% | +7.2% | +259.9% | +257.6% |
| YTD | +329.1% | +17.3% | +311.8% | +307.4% |
| 1Y | +346.9% | +20.3% | +326.6% | +319.8% |
| 3Y | +696.6% | -1.6% | +698.3% | +682.7% |
| 5Y | +1,106.2% | -21.4% | +1,127.6% | +1,140.8% |
| 10Y | +4,177.7% | +35.2% | +4,142.5% | +3,509.6% |
| All | +4,177.7% | +33.5% | +4,144.3% | +3,509.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling