+6,028.8%
MU vs PFE
+35.4%
+5,993.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +9.0% | +1.8% | +7.2% | +8.4% |
| 30D | +13.8% | +10.2% | +3.6% | +10.4% |
| 3M | +2.1% | +12.7% | -10.6% | -2.1% |
| 6M | +153.8% | +10.5% | +143.3% | +144.0% |
| YTD | +256.4% | +20.2% | +236.2% | +232.4% |
| 1Y | +719.8% | +24.1% | +695.7% | +654.7% |
| 3Y | +1,360.4% | -3.6% | +1,363.9% | +1,341.0% |
| 5Y | +1,312.4% | -20.9% | +1,333.3% | +1,333.3% |
| All | +6,028.8% | +35.4% | +5,993.4% | +5,006.1% |
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