-38.7%
NOW vs PFE
+35.1%
-73.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -3.0% | -0.6% |
| 7D | -27.5% | +4.6% | -32.1% | -28.1% |
| 30D | -20.0% | +12.3% | -32.4% | -22.0% |
| 3M | -7.9% | +21.2% | -29.1% | -11.9% |
| 6M | +18.3% | +21.1% | -2.8% | +11.9% |
| YTD | -29.0% | +30.0% | -59.0% | -30.7% |
| 1Y | -38.7% | +35.6% | -74.3% | -41.2% |
| All | -38.7% | +35.1% | -73.8% | -41.2% |
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