+20.8%
PFE vs NDAQ
+118.0%
-97.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | -2.1% | +1.7% | -3.8% | -2.4% |
| 30D | +3.1% | +16.2% | -13.1% | +0.2% |
| 3M | +11.2% | +14.0% | -2.8% | +8.4% |
| 6M | +15.0% | +22.3% | -7.2% | +10.4% |
| YTD | +23.5% | +13.0% | +10.5% | +20.3% |
| 1Y | +18.9% | +24.0% | -5.1% | +13.5% |
| All | +20.8% | +118.0% | -97.3% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling