+973.2%
IGV vs PFE
+112.7%
+860.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.7% |
| 7D | -4.5% | +1.8% | -6.3% | -5.2% |
| 30D | +3.2% | +10.2% | -7.0% | -1.0% |
| 3M | +4.5% | +12.7% | -8.2% | -0.8% |
| 6M | +22.1% | +10.5% | +11.6% | +16.6% |
| YTD | -1.0% | +20.2% | -21.2% | -9.0% |
| 1Y | -2.1% | +24.1% | -26.2% | -11.8% |
| 3Y | +44.6% | -3.6% | +48.1% | +41.1% |
| 5Y | +22.2% | -20.9% | +43.0% | +25.7% |
| 10Y | +364.7% | +35.8% | +328.9% | +250.4% |
| All | +973.2% | +112.7% | +860.4% | +472.2% |
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 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