+127.0%
STX vs PFE
+9.9%
+117.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.6% | +5.2% |
| 7D | +2.4% | +1.8% | +0.6% | +4.0% |
| 30D | +1.4% | +10.2% | -8.8% | +10.8% |
| 3M | -8.2% | +12.7% | -20.9% | +7.5% |
| 6M | +127.0% | +10.5% | +116.5% | +158.2% |
| All | +127.0% | +9.9% | +117.1% | +158.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling