+34.3%
NVDA vs PFE
+19.4%
+14.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -2.1% |
| 7D | +3.8% | -2.7% | +6.5% | +3.6% |
| 30D | +0.8% | +3.8% | -3.1% | +1.1% |
| 3M | +8.2% | +10.4% | -2.2% | +9.1% |
| 6M | +27.1% | +6.3% | +20.8% | +28.1% |
| YTD | +21.2% | +17.4% | +3.8% | +22.8% |
| 1Y | +34.3% | +21.1% | +13.2% | +35.5% |
| All | +34.3% | +19.4% | +14.9% | +35.5% |
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