+35.6%
PFE vs IBB
+42.2%
-6.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.5% |
| 7D | +4.6% | +2.2% | +2.3% | +3.6% |
| 30D | +12.3% | +6.3% | +6.0% | +9.3% |
| 3M | +21.2% | +16.3% | +4.9% | +13.3% |
| 6M | +21.1% | +30.0% | -8.9% | +7.6% |
| YTD | +30.0% | +31.1% | -1.1% | +13.9% |
| 1Y | +35.6% | +42.0% | -6.4% | +8.2% |
| All | +35.6% | +42.2% | -6.6% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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