+172.1%
DELL vs PFE
+28.3%
+143.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.3% | +11.4% | +11.8% |
| 7D | +0.4% | -3.0% | +3.3% | +0.1% |
| 30D | -35.1% | +5.2% | -40.3% | -34.9% |
| 3M | -15.1% | +12.2% | -27.4% | -15.3% |
| 6M | +51.7% | +17.8% | +33.9% | +52.4% |
| YTD | +200.0% | +26.2% | +173.8% | +191.3% |
| 1Y | +172.1% | +23.2% | +149.0% | +164.1% |
| All | +172.1% | +28.3% | +143.8% | +164.1% |
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