+50.7%
PFE vs GEN
+156.5%
-105.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | 0.0% |
| 7D | -3.0% | -0.8% | -2.1% | -2.9% |
| 30D | +5.2% | +31.2% | -26.0% | +1.4% |
| 3M | +12.2% | +6.1% | +6.2% | +10.9% |
| 6M | +17.8% | +38.1% | -20.3% | +11.9% |
| YTD | +26.2% | +14.4% | +11.8% | +22.7% |
| 1Y | +23.2% | +15.1% | +8.0% | +19.6% |
| 3Y | +21.3% | +68.5% | -47.2% | +11.2% |
| 5Y | -23.1% | +35.8% | -58.9% | -28.4% |
| 10Y | +50.7% | +155.4% | -104.7% | +26.4% |
| All | +50.7% | +156.5% | -105.8% | +26.4% |
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