+35.6%
PFE vs GEN
+158.5%
-122.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -1.0% |
| 7D | +1.8% | -1.2% | +2.9% | +1.9% |
| 30D | +10.2% | +10.1% | +0.1% | +8.7% |
| 3M | +12.7% | +16.1% | -3.4% | +10.2% |
| 6M | +10.5% | +38.9% | -28.3% | +5.0% |
| YTD | +20.2% | +14.4% | +5.7% | +17.2% |
| 1Y | +24.1% | +5.9% | +18.2% | +22.3% |
| 3Y | -3.6% | +58.8% | -62.4% | -10.7% |
| 5Y | -20.9% | +24.7% | -45.5% | -25.4% |
| All | +35.6% | +158.5% | -122.9% | +11.9% |
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