+49.6%
PFE vs NDAQ
+484.3%
-434.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.9% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | +3.4% | +15.9% | -12.5% | -1.4% |
| 3M | +9.2% | +15.1% | -5.9% | +4.3% |
| 6M | +15.8% | +22.9% | -7.1% | +7.9% |
| YTD | +23.4% | +12.8% | +10.6% | +17.7% |
| 1Y | +25.8% | +26.0% | -0.2% | +15.6% |
| 3Y | +17.8% | +119.7% | -101.8% | -12.2% |
| 5Y | -20.2% | +65.4% | -85.6% | -35.3% |
| 10Y | +49.6% | +469.3% | -419.7% | -28.3% |
| All | +49.6% | +484.3% | -434.7% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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