+48.8%
PFE vs KWEB
-21.5%
+70.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -1.7% | -7.8% | +6.1% | -1.0% |
| 30D | +0.3% | -6.4% | +6.8% | +0.9% |
| 3M | +9.4% | -14.6% | +24.0% | +10.8% |
| 6M | +14.9% | -25.0% | +39.9% | +17.5% |
| YTD | +23.8% | -32.7% | +56.5% | +27.6% |
| 1Y | +19.5% | -37.3% | +56.8% | +23.9% |
| 3Y | +21.0% | -5.9% | +26.9% | +20.7% |
| 5Y | -23.9% | -47.1% | +23.2% | -20.8% |
| All | +48.8% | -21.5% | +70.3% | +41.2% |
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