+20,389.3%
TXN vs PFE
+3,346.7%
+17,042.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.1% | +2.2% |
| 7D | -0.1% | +1.8% | -1.8% | -0.7% |
| 30D | -6.9% | +10.2% | -17.2% | -10.1% |
| 3M | -14.9% | +12.7% | -27.6% | -18.7% |
| 6M | +29.0% | +10.5% | +18.5% | +23.9% |
| YTD | +51.5% | +20.2% | +31.3% | +41.1% |
| 1Y | +41.6% | +24.1% | +17.5% | +29.9% |
| 3Y | +65.8% | -3.6% | +69.4% | +63.4% |
| 5Y | +56.8% | -20.9% | +77.7% | +61.7% |
| 10Y | +387.5% | +35.8% | +351.6% | +308.6% |
| All | +20,389.3% | +3,346.7% | +17,042.6% | +5,548.9% |
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