+11.0%
TQQQ vs PFE
+18.8%
-7.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | +10.4% | -1.7% | +12.1% | +10.5% |
| 30D | -22.2% | +0.3% | -22.5% | -21.8% |
| 3M | -25.1% | +9.4% | -34.5% | -25.3% |
| 6M | -25.0% | +14.9% | -39.9% | -24.7% |
| YTD | +10.1% | +23.8% | -13.7% | +7.8% |
| 1Y | +11.0% | +19.5% | -8.5% | +9.8% |
| All | +11.0% | +18.8% | -7.8% | +9.8% |
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