+504.4%
NOW vs PFE
+46.4%
+458.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.3% |
| 7D | -1.7% | -2.1% | +0.4% | -0.9% |
| 30D | -27.4% | +3.1% | -30.5% | -28.3% |
| 3M | -19.4% | +11.2% | -30.6% | -22.6% |
| 6M | +13.1% | +15.0% | -1.9% | +7.2% |
| YTD | -34.3% | +23.5% | -57.8% | -39.3% |
| 1Y | -41.8% | +18.9% | -60.7% | -45.6% |
| 3Y | -20.7% | +18.7% | -39.4% | -28.0% |
| 5Y | -27.2% | -24.0% | -3.2% | -22.0% |
| All | +504.4% | +46.4% | +458.0% | +354.8% |
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