+48.8%
PFE vs IBB
+126.8%
-78.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -1.7% | -0.5% | -1.2% | -1.5% |
| 30D | +0.3% | +4.6% | -4.2% | -2.0% |
| 3M | +9.4% | +6.8% | +2.6% | +5.6% |
| 6M | +14.9% | +23.1% | -8.2% | +3.2% |
| YTD | +23.8% | +26.0% | -2.2% | +9.6% |
| 1Y | +19.5% | +30.4% | -10.9% | +4.1% |
| 3Y | +21.0% | +85.4% | -64.4% | -11.3% |
| 5Y | -23.9% | +39.7% | -63.6% | -37.4% |
| All | +48.8% | +126.8% | -78.0% | -6.0% |
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