+562.0%
GLW vs PFE
+47.9%
+514.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.1% | +7.3% |
| 7D | +1.4% | -3.0% | +4.4% | +2.7% |
| 30D | -18.2% | +5.2% | -23.4% | -20.1% |
| 3M | -24.2% | +12.2% | -36.4% | -28.2% |
| 6M | -41.7% | +17.8% | -59.5% | -46.3% |
| YTD | +38.3% | +26.2% | +12.1% | +23.7% |
| 1Y | +38.2% | +23.2% | +15.0% | +24.7% |
| 3Y | +363.4% | +21.3% | +342.1% | +307.7% |
| 5Y | +254.6% | -23.1% | +277.7% | +279.5% |
| 10Y | +562.0% | +50.7% | +511.3% | +367.2% |
| All | +562.0% | +47.9% | +514.1% | +367.2% |
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