+3,382.3%
PFE vs BBY
+88,077.6%
-84,695.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -1.7% | +4.5% | -6.2% | -2.1% |
| 30D | +0.3% | +16.8% | -16.5% | -1.2% |
| 3M | +9.4% | +23.2% | -13.8% | +7.0% |
| 6M | +14.9% | +91.9% | -77.0% | +7.3% |
| YTD | +23.8% | +61.6% | -37.8% | +17.3% |
| 1Y | +19.5% | +43.9% | -24.4% | +14.6% |
| 3Y | +21.0% | +88.6% | -67.6% | +11.8% |
| 5Y | -23.9% | -3.1% | -20.8% | -26.0% |
| 10Y | +47.8% | +290.2% | -242.3% | +22.6% |
| All | +3,382.3% | +88,077.6% | -84,695.2% | +1,671.7% |
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