+46.1%
GOOGL vs PFE
+22.9%
+23.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -1.0% |
| 7D | -2.3% | +1.8% | -4.1% | -2.6% |
| 30D | -6.6% | +10.2% | -16.8% | -7.7% |
| 3M | -9.0% | +12.7% | -21.7% | -10.2% |
| 6M | +11.8% | +10.5% | +1.3% | +10.7% |
| YTD | +8.3% | +20.2% | -11.9% | +6.0% |
| 1Y | +46.1% | +24.1% | +22.1% | +42.4% |
| All | +46.1% | +22.9% | +23.3% | +42.4% |
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 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