+125.1%
NU vs PFE
-1.5%
+126.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | 0.0% |
| 7D | +6.0% | -2.7% | +8.7% | +6.3% |
| 30D | +10.8% | +3.8% | +6.9% | +10.5% |
| 3M | +32.2% | +10.4% | +21.8% | +31.0% |
| 6M | +5.1% | +6.3% | -1.1% | +4.5% |
| YTD | -8.4% | +17.4% | -25.8% | -9.5% |
| 1Y | +0.7% | +21.1% | -20.4% | -0.8% |
| 3Y | +125.1% | -1.6% | +126.7% | +115.9% |
| All | +125.1% | -1.5% | +126.6% | +115.9% |
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 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