+46.2%
PFE vs GE
+162.3%
-116.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | -0.7% | +5.4% | -6.1% | -1.4% |
| 30D | +5.3% | +9.6% | -4.3% | +4.0% |
| 3M | +10.1% | -7.7% | +17.8% | +11.1% |
| 6M | +18.0% | +14.0% | +4.0% | +15.5% |
| YTD | +25.8% | +10.2% | +15.6% | +23.2% |
| 1Y | +28.4% | +8.9% | +19.5% | +25.9% |
| 3Y | +20.9% | +273.7% | -252.7% | -2.2% |
| 5Y | -21.5% | +410.2% | -431.7% | -40.5% |
| 10Y | +46.2% | +157.4% | -111.2% | +10.1% |
| All | +46.2% | +162.3% | -116.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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