+1,354.9%
PFE vs GILD
+38,746.6%
-37,391.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.4% |
| 7D | -2.6% | -4.8% | +2.3% | -1.9% |
| 30D | +5.4% | +5.8% | -0.4% | +4.5% |
| 3M | +7.8% | +14.9% | -7.2% | +5.6% |
| 6M | +5.0% | -0.4% | +5.4% | +5.0% |
| YTD | +17.1% | +18.5% | -1.5% | +14.0% |
| 1Y | +19.3% | +25.1% | -5.8% | +15.2% |
| 3Y | -0.9% | +105.9% | -106.8% | -11.4% |
| 5Y | -20.8% | +143.0% | -163.8% | -30.9% |
| 10Y | +35.0% | +162.4% | -127.4% | +15.6% |
| All | +1,354.9% | +38,746.6% | -37,391.7% | +609.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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