+4.4%
GOOGL vs PFE
+35.1%
-30.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.5% | +3.0% |
| 7D | -11.1% | +4.6% | -15.6% | -11.4% |
| 30D | -16.6% | +12.3% | -28.9% | -17.7% |
| 3M | -23.4% | +21.2% | -44.6% | -25.4% |
| 6M | -24.5% | +21.1% | -45.6% | -26.2% |
| YTD | -7.5% | +30.0% | -37.5% | -11.3% |
| 1Y | +4.4% | +35.6% | -31.2% | -1.0% |
| All | +4.4% | +35.1% | -30.7% | -1.0% |
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