+265.1%
MU vs PFE
+35.1%
+230.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.6% | -9.6% | -5.7% |
| 7D | -19.1% | +4.6% | -23.7% | -17.3% |
| 30D | -25.2% | +12.3% | -37.6% | -21.6% |
| 3M | -10.9% | +21.2% | -32.1% | -3.5% |
| 6M | +38.0% | +21.1% | +16.9% | +52.3% |
| YTD | +178.8% | +30.0% | +148.8% | +202.5% |
| 1Y | +265.1% | +35.6% | +229.6% | +298.5% |
| All | +265.1% | +35.1% | +230.1% | +298.5% |
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