+913.8%
NVDA vs PFE
-22.2%
+935.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.9% |
| 7D | +3.8% | -2.7% | +6.5% | +4.0% |
| 30D | +0.8% | +3.8% | -3.1% | +0.6% |
| 3M | +8.2% | +10.4% | -2.2% | +7.6% |
| 6M | +27.1% | +6.3% | +20.8% | +26.7% |
| YTD | +21.2% | +17.4% | +3.8% | +19.9% |
| 1Y | +34.3% | +21.1% | +13.2% | +32.4% |
| 3Y | +396.3% | -1.6% | +397.8% | +400.9% |
| 5Y | +913.8% | -22.2% | +935.9% | +1,042.9% |
| All | +913.8% | -22.2% | +935.9% | +1,042.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling