+28.4%
PFE vs APH
+14.0%
+14.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.4% |
| 7D | -0.7% | -5.0% | +4.3% | -0.9% |
| 30D | +5.3% | -8.4% | +13.7% | +5.3% |
| 3M | +10.1% | -4.5% | +14.6% | +10.1% |
| 6M | +18.0% | +25.3% | -7.2% | +16.8% |
| YTD | +25.8% | +18.9% | +6.9% | +24.4% |
| 1Y | +28.4% | +11.9% | +16.5% | +27.4% |
| All | +28.4% | +14.0% | +14.4% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling