+49.6%
PFE vs GEN
+166.9%
-117.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -4.7% | -0.3% | -4.4% | -4.6% |
| 30D | +3.4% | +28.2% | -24.8% | -0.1% |
| 3M | +9.2% | +2.6% | +6.6% | +8.4% |
| 6M | +15.8% | +32.7% | -16.9% | +10.6% |
| YTD | +23.4% | +11.3% | +12.2% | +20.4% |
| 1Y | +25.8% | +17.9% | +7.9% | +21.7% |
| 3Y | +17.8% | +66.3% | -48.5% | +8.2% |
| 5Y | -20.2% | +31.7% | -51.9% | -25.5% |
| 10Y | +49.6% | +150.0% | -100.4% | +24.5% |
| All | +49.6% | +166.9% | -117.3% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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