+3,280.0%
PFE vs SU
+60,256.6%
-56,976.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | +1.8% | +3.6% | -1.8% | +1.8% |
| 30D | +10.2% | +7.9% | +2.4% | +10.2% |
| 3M | +12.7% | +3.5% | +9.2% | +12.7% |
| 6M | +10.5% | +19.0% | -8.4% | +10.5% |
| YTD | +20.2% | +55.0% | -34.8% | +20.1% |
| 1Y | +24.1% | +71.2% | -47.1% | +24.0% |
| 3Y | -3.6% | +117.4% | -121.0% | -3.6% |
| 5Y | -20.9% | +335.2% | -356.0% | -20.9% |
| 10Y | +35.8% | +248.7% | -212.9% | +35.7% |
| All | +3,280.0% | +60,256.6% | -56,976.7% | +3,224.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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