-40.7%
NOW vs PFE
+24.7%
-65.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -3.1% | -4.7% | +1.6% | -2.3% |
| 30D | -27.0% | +3.4% | -30.4% | -27.7% |
| 3M | -17.7% | +9.2% | -26.9% | -19.9% |
| 6M | +12.7% | +15.8% | -3.1% | +7.1% |
| YTD | -32.9% | +23.4% | -56.4% | -34.2% |
| All | -40.7% | +24.7% | -65.3% | -42.9% |
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