+270.0%
INTC vs PFE
+33.5%
+236.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +18.0% | -4.3% | +22.3% | +19.9% |
| 30D | +8.9% | +2.7% | +6.2% | +7.4% |
| 3M | -1.6% | +10.0% | -11.5% | -6.0% |
| 6M | +133.1% | +7.2% | +125.9% | +124.4% |
| YTD | +187.9% | +17.3% | +170.6% | +165.9% |
| 1Y | +334.7% | +20.3% | +314.4% | +295.2% |
| 3Y | +184.2% | -1.6% | +185.8% | +177.3% |
| 5Y | +116.0% | -21.4% | +137.4% | +123.1% |
| 10Y | +270.0% | +35.2% | +234.7% | +184.1% |
| All | +270.0% | +33.5% | +236.5% | +184.1% |
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