+3,280.0%
PFE vs BEN
+4,913.3%
-1,633.4%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.8% | -2.1% |
| 7D | +1.8% | +0.2% | +1.5% | +1.6% |
| 30D | +10.2% | -0.5% | +10.8% | +10.3% |
| 3M | +12.7% | +9.7% | +3.0% | +9.8% |
| 6M | +10.5% | +33.9% | -23.4% | +1.9% |
| YTD | +20.2% | +49.0% | -28.8% | +7.6% |
| 1Y | +24.1% | +42.1% | -18.1% | +12.3% |
| 3Y | -3.6% | +51.9% | -55.4% | -16.1% |
| 5Y | -20.9% | +39.0% | -59.9% | -31.6% |
| 10Y | +35.8% | +57.9% | -22.0% | +7.0% |
| All | +3,280.0% | +4,913.3% | -1,633.4% | +965.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling