+3,391.6%
PFE vs TECH
+101,542.6%
-98,151.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -3.7% | +0.2% | -3.9% | -3.7% |
| 30D | +5.0% | +0.3% | +4.6% | +4.9% |
| 3M | +12.2% | +1.3% | +10.8% | +11.9% |
| 6M | +14.6% | +54.0% | -39.4% | +6.4% |
| YTD | +24.1% | +24.3% | -0.2% | +18.4% |
| 1Y | +26.6% | +25.8% | +0.8% | +20.5% |
| 3Y | +14.3% | +26.0% | -11.6% | +7.2% |
| 5Y | -21.9% | -40.1% | +18.2% | -19.5% |
| 10Y | +62.6% | +210.6% | -147.9% | +29.5% |
| All | +3,391.6% | +101,542.6% | -98,151.0% | +1,668.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling