+14.3%
PFE vs BMY
+34.7%
-20.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | -0.1% | -0.9% |
| 7D | -3.7% | -0.5% | -3.2% | -3.4% |
| 30D | +5.0% | +4.1% | +0.9% | +3.0% |
| 3M | +12.2% | -2.1% | +14.3% | +13.1% |
| 6M | +14.6% | +12.2% | +2.4% | +8.4% |
| YTD | +24.1% | +20.3% | +3.8% | +13.4% |
| 1Y | +26.6% | +39.2% | -12.6% | +8.3% |
| 3Y | +14.3% | +35.6% | -21.3% | -1.4% |
| All | +14.3% | +34.7% | -20.4% | -1.4% |
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