+11.6%
SPY vs PFE
+24.7%
-13.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.4% |
| 7D | +0.1% | -4.7% | +4.8% | +0.6% |
| 30D | -3.3% | +3.4% | -6.7% | -3.5% |
| 3M | -2.4% | +9.2% | -11.6% | -3.2% |
| 6M | +2.6% | +15.8% | -13.3% | +1.1% |
| YTD | +11.2% | +23.4% | -12.2% | +8.6% |
| All | +11.6% | +24.7% | -13.0% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling