+346.9%
DELL vs PFE
+21.1%
+325.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +8.7% | -4.3% | +13.0% | +9.4% |
| 30D | +16.9% | +2.7% | +14.2% | +16.6% |
| 3M | +40.4% | +10.0% | +30.4% | +39.4% |
| 6M | +267.1% | +7.2% | +259.9% | +266.4% |
| YTD | +329.1% | +17.3% | +311.8% | +316.5% |
| 1Y | +346.9% | +20.3% | +326.6% | +326.1% |
| All | +346.9% | +21.1% | +325.8% | +326.1% |
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