+3,280.0%
PFE vs GE
+2,981.7%
+298.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.6% |
| 7D | +1.8% | -1.6% | +3.3% | +2.2% |
| 30D | +10.2% | -11.6% | +21.8% | +14.1% |
| 3M | +12.7% | +3.0% | +9.7% | +11.1% |
| 6M | +10.5% | -0.5% | +11.1% | +9.4% |
| YTD | +20.2% | +9.7% | +10.4% | +15.1% |
| 1Y | +24.1% | +20.0% | +4.0% | +15.3% |
| 3Y | -3.6% | +275.8% | -279.4% | -39.2% |
| 5Y | -20.9% | +429.1% | -449.9% | -56.7% |
| 10Y | +35.8% | +151.2% | -115.3% | -13.2% |
| All | +3,280.0% | +2,981.7% | +298.3% | +444.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling