+2,802.7%
TQQQ vs PFE
+35.0%
+2,767.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.9% |
| 7D | -3.9% | -4.0% | +0.1% | -0.5% |
| 30D | -5.3% | +3.9% | -9.1% | -8.6% |
| 3M | +0.1% | +9.9% | -9.8% | -8.8% |
| 6M | +40.7% | +5.3% | +35.4% | +32.3% |
| YTD | +31.8% | +16.8% | +15.0% | +12.3% |
| 1Y | +48.2% | +20.4% | +27.8% | +20.8% |
| 3Y | +253.6% | -2.1% | +255.7% | +230.2% |
| 5Y | +99.6% | -21.0% | +120.6% | +114.6% |
| All | +2,802.7% | +35.0% | +2,767.7% | +1,860.1% |
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