+1,539.0%
PFE vs APH
+132,206.3%
-130,667.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | +1.8% | +5.0% | -3.2% | +0.9% |
| 30D | +10.2% | -3.9% | +14.1% | +10.8% |
| 3M | +12.7% | +13.0% | -0.3% | +9.8% |
| 6M | +10.5% | +25.2% | -14.6% | +5.3% |
| YTD | +20.2% | +22.9% | -2.8% | +14.1% |
| 1Y | +24.1% | +47.8% | -23.8% | +13.9% |
| 3Y | -3.6% | +283.0% | -286.6% | -26.3% |
| 5Y | -20.9% | +349.7% | -370.5% | -41.6% |
| 10Y | +35.8% | +1,061.2% | -1,025.4% | -15.2% |
| All | +1,539.0% | +132,206.3% | -130,667.3% | +591.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling