+35.6%
PFE vs SPXU
-30.4%
+65.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +2.3% |
| 7D | +4.6% | +2.2% | +2.4% | +4.7% |
| 30D | +12.3% | +3.8% | +8.6% | +12.7% |
| 3M | +21.2% | +3.3% | +17.9% | +21.5% |
| 6M | +21.1% | -16.7% | +37.8% | +18.5% |
| YTD | +30.0% | -28.6% | +58.7% | +25.3% |
| 1Y | +35.6% | -30.6% | +66.2% | +30.2% |
| All | +35.6% | -30.4% | +65.9% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling