+687.9%
NFLX vs PFE
+33.5%
+654.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -8.1% | -4.3% | -3.8% | -7.2% |
| 30D | -0.3% | +2.7% | -3.0% | -0.9% |
| 3M | -6.6% | +10.0% | -16.6% | -8.6% |
| 6M | -22.7% | +7.2% | -29.8% | -24.0% |
| YTD | -18.9% | +17.3% | -36.2% | -21.9% |
| 1Y | -39.8% | +20.3% | -60.1% | -42.6% |
| 3Y | +71.7% | -1.6% | +73.3% | +70.2% |
| 5Y | +27.2% | -21.4% | +48.6% | +33.6% |
| 10Y | +687.9% | +35.2% | +652.6% | +654.8% |
| All | +687.9% | +33.5% | +654.4% | +654.8% |
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