+59.2%
INTC vs PFE
+14.7%
+44.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.6% |
| 7D | -1.0% | -4.7% | +3.7% | 0.0% |
| 30D | -43.3% | +3.4% | -46.7% | -44.0% |
| 3M | -41.6% | +9.2% | -50.8% | -43.4% |
| 6M | -52.5% | +15.8% | -68.3% | -54.8% |
| YTD | +60.9% | +23.4% | +37.4% | +48.8% |
| 1Y | +55.7% | +25.8% | +29.9% | +42.6% |
| 3Y | +59.2% | +17.8% | +41.3% | +46.0% |
| All | +59.2% | +14.7% | +44.4% | +46.0% |
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 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