+131.0%
HOOD vs PFE
-25.1%
+156.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -3.4% |
| 7D | +3.8% | -2.1% | +5.9% | +4.2% |
| 30D | -26.4% | +3.1% | -29.5% | -26.9% |
| 3M | -14.3% | +11.2% | -25.5% | -16.0% |
| 6M | +3.9% | +15.0% | -11.1% | +1.1% |
| YTD | -28.1% | +23.5% | -51.6% | -30.9% |
| 1Y | -38.8% | +18.9% | -57.7% | -40.9% |
| 3Y | +888.5% | +18.7% | +869.7% | +830.1% |
| 5Y | +131.0% | -24.0% | +155.1% | +120.8% |
| All | +131.0% | -25.1% | +156.1% | +120.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling