+81.7%
PFE vs IBB
+566.2%
-484.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.4% | -2.4% |
| 7D | -3.7% | -1.8% | -1.9% | -2.9% |
| 30D | +5.0% | +5.1% | -0.1% | +2.5% |
| 3M | +12.2% | +10.7% | +1.5% | +6.7% |
| 6M | +14.6% | +22.9% | -8.3% | +3.7% |
| YTD | +24.1% | +26.7% | -2.6% | +10.5% |
| 1Y | +26.6% | +35.1% | -8.5% | +9.4% |
| 3Y | +14.3% | +80.2% | -65.9% | -13.7% |
| 5Y | -21.9% | +37.8% | -59.8% | -34.5% |
| 10Y | +62.6% | +161.2% | -98.6% | -1.1% |
| All | +81.7% | +566.2% | -484.4% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling