+2,771.1%
NOW vs PFE
+139.3%
+2,631.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.5% |
| 7D | -2.4% | +1.8% | -4.1% | -3.1% |
| 30D | +20.5% | +10.2% | +10.3% | +16.0% |
| 3M | +18.3% | +12.7% | +5.7% | +12.9% |
| 6M | +24.1% | +10.5% | +13.5% | +19.2% |
| YTD | -7.8% | +20.2% | -27.9% | -14.4% |
| 1Y | -21.4% | +24.1% | -45.5% | -28.5% |
| 3Y | +19.5% | -3.6% | +23.1% | +18.0% |
| 5Y | +4.1% | -20.9% | +24.9% | +8.4% |
| 10Y | +826.4% | +35.8% | +790.6% | +584.8% |
| All | +2,771.1% | +139.3% | +2,631.8% | +1,603.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling