+26.6%
PFE vs GE
+7.0%
+19.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.7% | -4.3% | -1.9% |
| 7D | -3.7% | +7.1% | -10.8% | -4.2% |
| 30D | +5.0% | +6.5% | -1.5% | +4.4% |
| 3M | +12.2% | -13.6% | +25.7% | +13.4% |
| 6M | +14.6% | +6.0% | +8.6% | +12.8% |
| YTD | +24.1% | +5.4% | +18.7% | +21.5% |
| 1Y | +26.6% | +6.5% | +20.1% | +24.0% |
| All | +26.6% | +7.0% | +19.6% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling