+4,277.4%
MU vs PFE
+47.0%
+4,230.4%
-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% | -0.7% | -14.5% | -14.9% |
| 30D | -29.5% | +5.3% | -34.9% | -30.7% |
| 3M | -15.8% | +10.1% | -25.9% | -18.4% |
| 6M | -2.9% | +18.0% | -20.9% | -8.3% |
| YTD | +154.2% | +25.8% | +128.4% | +133.5% |
| 1Y | +186.6% | +28.4% | +158.2% | +160.9% |
| 3Y | +871.5% | +20.9% | +850.6% | +780.9% |
| 5Y | +911.7% | -21.5% | +933.2% | +946.1% |
| 10Y | +4,277.4% | +46.2% | +4,231.2% | +3,146.0% |
| All | +4,277.4% | +47.0% | +4,230.4% | +3,146.0% |
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 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