+4,681.2%
DELL vs PFE
+35.9%
+4,645.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +1.9% |
| 7D | +14.9% | +1.8% | +13.1% | +14.3% |
| 30D | +13.3% | +10.2% | +3.0% | +10.0% |
| 3M | +24.4% | +12.7% | +11.7% | +19.7% |
| 6M | +258.0% | +10.5% | +247.5% | +245.7% |
| YTD | +320.2% | +20.2% | +300.0% | +296.2% |
| 1Y | +319.1% | +24.1% | +295.0% | +290.1% |
| 3Y | +706.5% | -3.6% | +710.1% | +699.5% |
| 5Y | +1,071.9% | -20.9% | +1,092.8% | +1,106.9% |
| 10Y | +4,683.5% | +35.8% | +4,647.6% | +4,086.1% |
| All | +4,681.2% | +35.9% | +4,645.3% | +4,136.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling