+504.6%
NOW vs PFE
+45.6%
+459.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -3.1% | -4.7% | +1.6% | -1.5% |
| 30D | -27.0% | +3.4% | -30.4% | -28.1% |
| 3M | -17.7% | +9.2% | -26.9% | -20.5% |
| 6M | +12.7% | +15.8% | -3.1% | +6.6% |
| YTD | -32.9% | +23.4% | -56.4% | -38.0% |
| 1Y | -40.4% | +25.8% | -66.2% | -45.4% |
| 3Y | -17.1% | +17.8% | -34.9% | -24.4% |
| 5Y | -25.7% | -20.2% | -5.5% | -22.5% |
| 10Y | +504.6% | +49.6% | +455.0% | +379.2% |
| All | +504.6% | +45.6% | +459.1% | +379.2% |
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 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