+752.3%
PLTR vs PFE
+19.5%
+732.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +4.7% | -1.7% | +6.4% | +5.1% |
| 30D | -16.4% | +0.3% | -16.8% | -16.5% |
| 3M | -6.2% | +9.4% | -15.5% | -8.1% |
| 6M | +29.2% | +14.9% | +14.3% | +25.1% |
| YTD | -5.5% | +23.8% | -29.3% | -10.6% |
| 1Y | -2.4% | +19.5% | -21.9% | -6.9% |
| 3Y | +752.3% | +21.0% | +731.3% | +636.4% |
| All | +752.3% | +19.5% | +732.8% | +636.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 3y: compounded portfolio wealth divided by compounded PFE 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…
3y analysis · Full analysis span regression · 6 months rolling