+73.2%
STX vs PFE
+24.7%
+48.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.5% | +10.3% | +9.5% |
| 7D | -14.8% | -4.7% | -10.1% | -16.6% |
| 30D | -35.4% | +3.4% | -38.7% | -33.9% |
| 3M | -37.7% | +9.2% | -46.9% | -34.6% |
| 6M | -35.2% | +15.8% | -51.0% | -29.1% |
| YTD | +84.4% | +23.4% | +60.9% | +95.5% |
| All | +73.2% | +24.7% | +48.5% | +82.0% |
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