+425.7%
META vs PFE
+45.6%
+380.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.7% | +5.3% |
| 7D | +5.7% | -4.7% | +10.4% | +7.1% |
| 30D | -10.8% | +3.4% | -14.1% | -11.7% |
| 3M | +8.4% | +9.2% | -0.8% | +5.6% |
| 6M | +5.4% | +15.8% | -10.4% | +0.8% |
| YTD | -2.6% | +23.4% | -26.0% | -8.7% |
| 1Y | +3.5% | +25.8% | -22.3% | -3.7% |
| 3Y | +102.0% | +17.8% | +84.2% | +87.0% |
| 5Y | +93.1% | -20.2% | +113.3% | +102.5% |
| 10Y | +425.7% | +49.6% | +376.1% | +324.8% |
| All | +425.7% | +45.6% | +380.1% | +324.8% |
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