+155.1%
INTC vs PFE
+0.1%
+155.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.8% | +4.8% |
| 7D | +7.1% | +1.8% | +5.3% | +6.6% |
| 30D | -5.2% | +10.2% | -15.4% | -7.8% |
| 3M | -14.3% | +12.7% | -27.0% | -17.3% |
| 6M | +110.2% | +10.5% | +99.6% | +104.0% |
| YTD | +159.6% | +20.2% | +139.5% | +144.3% |
| 1Y | +289.3% | +24.1% | +265.2% | +261.2% |
| All | +155.1% | +0.1% | +155.0% | +138.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling