+2,006.3%
LLY vs PFE
+45.6%
+1,960.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.6% |
| 7D | +0.1% | -4.7% | +4.8% | +2.5% |
| 30D | +19.7% | +3.4% | +16.4% | +17.9% |
| 3M | +19.3% | +9.2% | +10.0% | +14.3% |
| 6M | +49.3% | +15.8% | +33.5% | +39.2% |
| YTD | +32.0% | +23.4% | +8.6% | +19.2% |
| 1Y | +53.7% | +25.8% | +27.9% | +37.4% |
| 3Y | +143.7% | +17.8% | +125.9% | +118.8% |
| 5Y | +463.9% | -20.2% | +484.1% | +507.1% |
| 10Y | +2,006.3% | +49.6% | +1,956.8% | +1,328.3% |
| All | +2,006.3% | +45.6% | +1,960.8% | +1,328.3% |
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