+48.8%
NU vs PFE
-28.7%
+77.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.7% | -1.9% |
| 7D | +7.5% | +1.8% | +5.7% | +7.4% |
| 30D | +6.1% | +10.2% | -4.1% | +5.5% |
| 3M | +26.8% | +12.7% | +14.1% | +25.9% |
| 6M | +2.5% | +10.5% | -8.1% | +1.8% |
| YTD | -8.2% | +20.2% | -28.3% | -9.1% |
| 1Y | +3.4% | +24.1% | -20.7% | +2.1% |
| 3Y | +116.2% | -3.6% | +119.7% | +112.5% |
| All | +48.8% | -28.7% | +77.5% | +42.4% |
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