+35,102.5%
TQQQ vs PFE
+237.9%
+34,864.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.8% |
| 7D | +0.7% | +1.8% | -1.0% | -1.3% |
| 30D | -0.6% | +10.2% | -10.9% | -11.1% |
| 3M | -14.9% | +12.7% | -27.6% | -26.8% |
| 6M | +44.6% | +10.5% | +34.0% | +26.2% |
| YTD | +37.8% | +20.2% | +17.7% | +8.7% |
| 1Y | +59.2% | +24.1% | +35.1% | +18.3% |
| 3Y | +254.1% | -3.6% | +257.7% | +223.6% |
| 5Y | +100.6% | -20.9% | +121.4% | +111.3% |
| 10Y | +2,857.5% | +35.8% | +2,821.7% | +1,268.9% |
| All | +35,102.5% | +237.9% | +34,864.6% | +3,394.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling