+48.5%
PFE vs TECH
+187.7%
-139.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -2.1% | +0.2% | -2.4% | -2.2% |
| 30D | +3.1% | +0.5% | +2.6% | +3.0% |
| 3M | +11.2% | +1.0% | +10.2% | +10.9% |
| 6M | +15.0% | +54.1% | -39.0% | +3.1% |
| YTD | +23.5% | +24.4% | -0.9% | +15.1% |
| 1Y | +18.9% | +19.3% | -0.4% | +11.9% |
| 3Y | +18.7% | +28.5% | -9.8% | +6.8% |
| 5Y | -24.0% | -41.0% | +16.9% | -19.9% |
| All | +48.5% | +187.7% | -139.2% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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