+334.7%
INTC vs PFE
+21.1%
+313.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +18.0% | -4.3% | +22.3% | +17.7% |
| 30D | +8.9% | +2.7% | +6.2% | +8.9% |
| 3M | -1.6% | +10.0% | -11.5% | -1.0% |
| 6M | +133.1% | +7.2% | +125.9% | +136.1% |
| YTD | +187.9% | +17.3% | +170.6% | +184.4% |
| 1Y | +334.7% | +20.3% | +314.4% | +329.0% |
| All | +334.7% | +21.1% | +313.6% | +329.0% |
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