+71.3%
TXN vs PFE
-1.5%
+72.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.7% |
| 7D | +2.2% | -2.7% | +4.9% | +2.8% |
| 30D | -9.5% | +3.8% | -13.3% | -10.3% |
| 3M | -10.5% | +10.4% | -20.9% | -12.6% |
| 6M | +35.4% | +6.3% | +29.1% | +33.5% |
| YTD | +51.8% | +17.4% | +34.4% | +45.1% |
| 1Y | +42.9% | +21.1% | +21.8% | +34.8% |
| 3Y | +71.3% | -1.6% | +72.9% | +64.6% |
| All | +71.3% | -1.5% | +72.9% | +64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling