+66.3%
UBER vs PFE
+8.0%
+58.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.8% |
| 7D | +0.5% | -2.1% | +2.6% | +0.9% |
| 30D | -3.1% | +3.1% | -6.2% | -3.7% |
| 3M | -8.3% | +11.2% | -19.5% | -10.3% |
| 6M | -9.5% | +15.0% | -24.5% | -12.1% |
| YTD | -15.4% | +23.5% | -38.9% | -19.1% |
| 1Y | -26.1% | +18.9% | -45.0% | -28.9% |
| 3Y | +34.0% | +18.7% | +15.3% | +26.8% |
| 5Y | +53.2% | -24.0% | +77.2% | +56.5% |
| All | +66.3% | +8.0% | +58.2% | +28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling