+21.1%
PFE vs GTLB
+2.8%
+18.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.4% | +3.1% | -2.3% |
| 7D | -2.7% | +4.6% | -7.2% | -2.6% |
| 30D | +3.8% | +21.0% | -17.1% | +4.0% |
| 3M | +10.4% | +51.7% | -41.3% | +10.9% |
| 6M | +6.3% | +89.3% | -83.0% | +6.9% |
| YTD | +17.4% | +25.6% | -8.3% | +17.2% |
| 1Y | +21.1% | -1.5% | +22.7% | +18.4% |
| All | +21.1% | +2.8% | +18.3% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 1y: compounded portfolio wealth divided by compounded GTLB 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…
1y analysis · Full analysis span regression · 6 months rolling