+3,280.0%
PFE vs GEN
+8,838.8%
-5,558.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -1.1% |
| 7D | +1.8% | -1.2% | +2.9% | +1.9% |
| 30D | +10.2% | +10.1% | +0.1% | +9.2% |
| 3M | +12.7% | +16.1% | -3.4% | +11.0% |
| 6M | +10.5% | +38.9% | -28.3% | +6.9% |
| YTD | +20.2% | +14.4% | +5.7% | +18.2% |
| 1Y | +24.1% | +5.9% | +18.2% | +22.8% |
| 3Y | -3.6% | +58.8% | -62.4% | -8.4% |
| 5Y | -20.9% | +24.7% | -45.5% | -23.8% |
| 10Y | +35.8% | +163.1% | -127.2% | +20.1% |
| All | +3,280.0% | +8,838.8% | -5,558.9% | +1,896.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling