+84.6%
TXN vs PFE
-23.9%
+108.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | +9.5% | -1.7% | +11.2% | +9.8% |
| 30D | +8.7% | +0.3% | +8.4% | +8.6% |
| 3M | +11.6% | +9.4% | +2.2% | +9.2% |
| 6M | +0.1% | +14.9% | -14.8% | -3.3% |
| YTD | +78.8% | +23.8% | +55.0% | +68.8% |
| 1Y | +91.2% | +19.5% | +71.7% | +82.2% |
| 3Y | +125.8% | +21.0% | +104.8% | +110.3% |
| All | +84.6% | -23.9% | +108.5% | +95.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling