+99.7%
TXN vs PFE
+35.1%
+64.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -3.0% | 0.0% |
| 7D | +1.0% | +4.6% | -3.5% | +1.6% |
| 30D | +6.1% | +12.3% | -6.2% | +7.3% |
| 3M | +10.4% | +21.2% | -10.8% | +11.7% |
| 6M | +12.6% | +21.1% | -8.5% | +15.5% |
| YTD | +83.5% | +30.0% | +53.4% | +81.5% |
| 1Y | +99.7% | +35.6% | +64.1% | +93.2% |
| All | +99.7% | +35.1% | +64.6% | +93.2% |
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 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