+32.8%
PFE vs KWEB
-19.7%
+52.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -2.6% | -5.6% | +3.0% | -2.1% |
| 30D | +5.4% | -10.7% | +16.0% | +6.3% |
| 3M | +7.8% | -7.4% | +15.2% | +8.4% |
| 6M | +5.0% | -19.3% | +24.3% | +6.8% |
| YTD | +17.1% | -27.8% | +44.8% | +20.0% |
| 1Y | +19.3% | -35.9% | +55.3% | +23.4% |
| 3Y | -0.9% | -1.9% | +1.0% | -1.6% |
| 5Y | -20.8% | -43.2% | +22.4% | -18.3% |
| All | +32.8% | -19.7% | +52.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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