+423.4%
NFLX vs PFE
+45.6%
+377.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +2.6% | -4.7% | +7.3% | +3.7% |
| 30D | -9.0% | +3.4% | -12.4% | -9.7% |
| 3M | -13.7% | +9.2% | -23.0% | -15.4% |
| 6M | -26.9% | +15.8% | -42.7% | -29.3% |
| YTD | -31.8% | +23.4% | -55.2% | -35.1% |
| 1Y | -42.1% | +25.8% | -67.9% | -45.2% |
| 3Y | +47.0% | +17.8% | +29.1% | +38.4% |
| 5Y | -2.5% | -20.2% | +17.7% | +2.7% |
| 10Y | +423.4% | +49.6% | +373.8% | +363.0% |
| All | +423.4% | +45.6% | +377.8% | +363.0% |
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