+0.7%
PFE vs BMY
+28.5%
-27.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.4% |
| 7D | +1.8% | +0.4% | +1.4% | +1.6% |
| 30D | +10.2% | +5.0% | +5.2% | +7.9% |
| 3M | +12.7% | +19.4% | -6.7% | +4.0% |
| 6M | +10.5% | +9.5% | +1.0% | +5.7% |
| YTD | +20.2% | +28.1% | -7.9% | +7.1% |
| 1Y | +24.1% | +50.0% | -25.9% | +3.2% |
| All | +0.7% | +28.5% | -27.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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