+1,980.5%
NOW vs PFE
+151.3%
+1,829.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -3.0% | -4.8% |
| 7D | -6.7% | -0.2% | -6.4% | -6.6% |
| 30D | -25.8% | +8.7% | -34.5% | -28.3% |
| 3M | -12.7% | +15.8% | -28.4% | -17.7% |
| 6M | +11.2% | +16.8% | -5.6% | +4.2% |
| YTD | -33.2% | +26.2% | -59.4% | -39.3% |
| 1Y | -41.8% | +29.9% | -71.7% | -48.0% |
| 3Y | -15.7% | +15.9% | -31.6% | -23.3% |
| 5Y | -26.0% | -20.6% | -5.4% | -22.4% |
| 10Y | +515.1% | +65.4% | +449.7% | +307.9% |
| All | +1,980.5% | +151.3% | +1,829.1% | +1,107.3% |
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 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