+32.5%
PFE vs EBAY
+276.1%
-243.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -1.9% | -0.7% |
| 7D | -4.0% | -0.8% | -3.2% | -3.9% |
| 30D | +3.9% | -0.6% | +4.5% | +3.9% |
| 3M | +9.9% | -1.0% | +10.9% | +9.9% |
| 6M | +5.3% | +16.3% | -11.0% | +2.0% |
| YTD | +16.8% | +21.7% | -4.9% | +11.9% |
| 1Y | +20.4% | +16.5% | +3.9% | +15.6% |
| 3Y | -2.1% | +154.2% | -156.3% | -20.7% |
| 5Y | -21.0% | +58.1% | -79.0% | -31.4% |
| All | +32.5% | +276.1% | -243.6% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 10y: compounded portfolio wealth divided by compounded EBAY 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…
10y analysis · Full analysis span regression · 6 months rolling