+50.7%
PFE vs IBB
+133.2%
-82.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | -3.0% | -1.4% | -1.6% | -2.4% |
| 30D | +5.2% | +6.8% | -1.6% | +1.7% |
| 3M | +12.2% | +9.2% | +3.0% | +7.2% |
| 6M | +17.8% | +28.3% | -10.5% | +3.7% |
| YTD | +26.2% | +29.4% | -3.2% | +10.3% |
| 1Y | +23.2% | +33.2% | -10.0% | +6.2% |
| 3Y | +21.3% | +90.2% | -68.9% | -12.2% |
| 5Y | -23.1% | +44.0% | -67.1% | -37.6% |
| 10Y | +50.7% | +133.1% | -82.4% | -7.0% |
| All | +50.7% | +133.2% | -82.5% | -7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling