+2,071.0%
STX vs PFE
+45.6%
+2,025.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.5% | +10.3% | +10.0% |
| 7D | -14.8% | -4.7% | -10.1% | -13.4% |
| 30D | -35.4% | +3.4% | -38.7% | -36.2% |
| 3M | -37.7% | +9.2% | -46.9% | -39.8% |
| 6M | -35.2% | +15.8% | -51.0% | -39.0% |
| YTD | +84.4% | +23.4% | +60.9% | +68.7% |
| 1Y | +82.3% | +25.8% | +56.4% | +65.4% |
| 3Y | +646.2% | +17.8% | +628.4% | +578.3% |
| 5Y | +487.4% | -20.2% | +507.6% | +512.1% |
| 10Y | +2,071.0% | +49.6% | +2,021.4% | +1,380.3% |
| All | +2,071.0% | +45.6% | +2,025.5% | +1,380.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling