-37.8%
NFLX vs PFE
+22.9%
-60.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -5.1% |
| 7D | -4.2% | +1.8% | -6.0% | -4.5% |
| 30D | +5.5% | +10.2% | -4.8% | +4.0% |
| 3M | -4.1% | +12.7% | -16.7% | -6.1% |
| 6M | -20.7% | +10.5% | -31.2% | -22.5% |
| YTD | -16.5% | +20.2% | -36.7% | -18.0% |
| 1Y | -37.8% | +24.1% | -61.8% | -39.0% |
| All | -37.8% | +22.9% | -60.6% | -39.0% |
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 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