+15,200.7%
NVDA vs PFE
+33.5%
+15,167.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -0.3% | -4.3% | +3.9% | +0.8% |
| 30D | +2.8% | +2.7% | +0.1% | +2.0% |
| 3M | +7.4% | +10.0% | -2.5% | +4.5% |
| 6M | +22.6% | +7.2% | +15.4% | +19.9% |
| YTD | +20.1% | +17.3% | +2.8% | +14.2% |
| 1Y | +31.2% | +20.3% | +10.9% | +23.1% |
| 3Y | +391.7% | -1.6% | +393.4% | +383.3% |
| 5Y | +911.9% | -21.4% | +933.2% | +951.7% |
| 10Y | +15,200.7% | +35.2% | +15,165.4% | +13,983.3% |
| All | +15,200.7% | +33.5% | +15,167.2% | +13,983.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling