-1.2%
PFE vs BBIO
+154.7%
-155.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | 0.0% |
| 7D | -4.0% | -3.9% | -0.2% | -3.7% |
| 30D | +3.9% | -13.4% | +17.3% | +5.3% |
| 3M | +9.9% | +7.6% | +2.3% | +8.9% |
| 6M | +5.3% | -2.4% | +7.7% | +5.2% |
| YTD | +16.8% | -5.2% | +22.0% | +16.5% |
| 1Y | +20.4% | +36.9% | -16.5% | +15.9% |
| All | -1.2% | +154.7% | -155.9% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling