-14.9%
NVDA vs PFE
+27.0%
-42.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.4% |
| 7D | -18.3% | -0.7% | -17.6% | -18.2% |
| 30D | -26.3% | +5.3% | -31.7% | -25.6% |
| 3M | -22.3% | +10.1% | -32.4% | -21.0% |
| 6M | -21.3% | +18.0% | -39.4% | -19.3% |
| YTD | -9.2% | +25.8% | -35.0% | -4.8% |
| 1Y | -14.9% | +28.4% | -43.4% | -9.1% |
| All | -14.9% | +27.0% | -42.0% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling