+3,201.5%
PFE vs BBY
+74,802.5%
-71,601.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.2% |
| 7D | -2.7% | +8.1% | -10.8% | -3.4% |
| 30D | +3.8% | +8.9% | -5.1% | +2.9% |
| 3M | +10.4% | +22.0% | -11.7% | +8.1% |
| 6M | +6.3% | +37.8% | -31.6% | +2.6% |
| YTD | +17.4% | +37.3% | -19.9% | +13.2% |
| 1Y | +21.1% | +21.6% | -0.4% | +18.1% |
| 3Y | -1.6% | +41.5% | -43.1% | -6.4% |
| 5Y | -22.2% | +1.2% | -23.4% | -24.6% |
| 10Y | +32.9% | +237.8% | -204.9% | +12.0% |
| All | +3,201.5% | +74,802.5% | -71,601.0% | +1,609.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling