+26.0%
PFE vs BEN
+70.3%
-44.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.3% | -6.9% | -1.3% |
| 7D | -4.7% | +12.2% | -16.9% | -6.1% |
| 30D | +3.4% | +12.1% | -8.7% | +1.8% |
| 3M | +9.2% | +7.3% | +1.9% | +8.2% |
| 6M | +15.8% | +17.9% | -2.1% | +12.3% |
| YTD | +23.4% | +55.4% | -32.0% | +9.6% |
| All | +26.0% | +70.3% | -44.3% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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