-9.9%
PFE vs KVUE
-17.7%
+7.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.5% | -2.1% |
| 7D | -2.7% | -1.9% | -0.7% | -2.4% |
| 30D | +3.8% | -3.3% | +7.2% | +4.3% |
| 3M | +10.4% | +6.0% | +4.4% | +9.6% |
| 6M | +6.3% | +2.3% | +3.9% | +5.8% |
| YTD | +17.4% | +10.3% | +7.0% | +16.0% |
| 1Y | +21.1% | +4.6% | +16.6% | +20.3% |
| 3Y | -1.6% | -2.2% | +0.6% | -1.7% |
| All | -9.9% | -17.7% | +7.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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