-16.0%
NOW vs PFE
+15.7%
-31.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -3.0% | -5.6% |
| 7D | -6.7% | -0.2% | -6.4% | -6.6% |
| 30D | -25.8% | +8.7% | -34.5% | -26.7% |
| 3M | -12.7% | +15.8% | -28.4% | -14.6% |
| 6M | +11.2% | +16.8% | -5.6% | +8.4% |
| YTD | -33.2% | +26.2% | -59.4% | -35.2% |
| 1Y | -41.8% | +29.9% | -71.7% | -43.9% |
| All | -16.0% | +15.7% | -31.7% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling