-14.0%
NVDA vs PFE
+21.1%
-35.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -4.5% |
| 7D | -8.5% | -2.1% | -6.4% | -8.7% |
| 30D | -27.3% | +3.1% | -30.4% | -26.8% |
| 3M | -25.8% | +11.2% | -36.9% | -24.7% |
| 6M | -24.6% | +15.0% | -39.6% | -23.1% |
| YTD | -10.7% | +23.5% | -34.2% | -7.5% |
| 1Y | -14.0% | +18.9% | -32.9% | -11.9% |
| All | -14.0% | +21.1% | -35.1% | -11.9% |
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 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