+210.1%
PFE vs PWR
+6,979.4%
-6,769.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -12.3% | +9.3% | -1.6% |
| 7D | -0.2% | -19.9% | +19.6% | +2.0% |
| 30D | +8.7% | -29.3% | +37.9% | +12.4% |
| 3M | +15.8% | -25.5% | +41.2% | +18.8% |
| 6M | +16.8% | -34.0% | +50.9% | +21.0% |
| YTD | +26.2% | +20.7% | +5.5% | +21.6% |
| 1Y | +29.9% | +12.3% | +17.6% | +26.1% |
| 3Y | +15.9% | +201.9% | -185.9% | -1.3% |
| 5Y | -20.6% | +336.8% | -357.4% | -36.1% |
| 10Y | +65.4% | +1,748.9% | -1,683.5% | +10.2% |
| All | +210.1% | +6,979.4% | -6,769.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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