+2,448.5%
TQQQ vs PFE
+46.7%
+2,401.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +10.4% | -1.7% | +12.1% | +11.9% |
| 30D | -22.2% | +0.3% | -22.5% | -22.7% |
| 3M | -25.1% | +9.4% | -34.5% | -31.3% |
| 6M | -25.0% | +14.9% | -39.9% | -35.0% |
| YTD | +10.1% | +23.8% | -13.7% | -11.6% |
| 1Y | +11.0% | +19.5% | -8.5% | -8.2% |
| 3Y | +195.0% | +21.0% | +173.9% | +120.6% |
| 5Y | +46.6% | -23.9% | +70.5% | +72.7% |
| All | +2,448.5% | +46.7% | +2,401.8% | +1,268.4% |
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