+24,794.6%
TXN vs PFE
+3,443.7%
+21,350.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.6% |
| 7D | +12.3% | -2.1% | +14.4% | +13.1% |
| 30D | +9.1% | +3.1% | +6.0% | +7.8% |
| 3M | +13.5% | +11.2% | +2.3% | +9.2% |
| 6M | +6.9% | +15.0% | -8.1% | +1.2% |
| YTD | +84.0% | +23.5% | +60.5% | +69.5% |
| 1Y | +95.8% | +18.9% | +76.9% | +82.6% |
| 3Y | +130.3% | +18.7% | +111.6% | +111.3% |
| 5Y | +89.2% | -24.0% | +113.2% | +98.3% |
| 10Y | +486.5% | +47.5% | +439.0% | +378.1% |
| All | +24,794.6% | +3,443.7% | +21,350.9% | +6,685.9% |
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