+4,277.4%
MU vs PFE
+44.8%
+4,232.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -15.2% | -2.1% | -13.1% | -14.6% |
| 30D | -29.5% | +3.8% | -33.3% | -30.5% |
| 3M | -15.8% | +8.5% | -24.3% | -18.1% |
| 6M | -2.9% | +16.3% | -19.2% | -8.0% |
| YTD | +154.2% | +24.0% | +130.2% | +134.5% |
| 1Y | +186.6% | +26.6% | +160.0% | +161.9% |
| 3Y | +871.5% | +19.2% | +852.3% | +784.4% |
| 5Y | +911.7% | -22.6% | +934.3% | +950.3% |
| 10Y | +4,277.4% | +44.1% | +4,233.3% | +3,158.9% |
| All | +4,277.4% | +44.8% | +4,232.5% | +3,158.9% |
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