+2,662.4%
DELL vs PFE
+46.7%
+2,615.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.4% | -7.2% |
| 7D | +4.9% | -1.7% | +6.6% | +5.4% |
| 30D | -32.1% | +0.3% | -32.4% | -32.3% |
| 3M | -30.2% | +9.4% | -39.6% | -32.3% |
| 6M | +41.7% | +14.9% | +26.8% | +35.0% |
| YTD | +176.6% | +23.8% | +152.8% | +157.5% |
| 1Y | +159.9% | +19.5% | +140.4% | +144.4% |
| 3Y | +388.0% | +21.0% | +366.9% | +345.7% |
| 5Y | +578.2% | -23.9% | +602.1% | +614.1% |
| All | +2,662.4% | +46.7% | +2,615.7% | +2,084.4% |
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