+68.5%
UBER vs PFE
+10.0%
+58.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | +5.2% | -0.7% | +5.9% | +5.3% |
| 30D | -2.0% | +5.3% | -7.4% | -3.1% |
| 3M | -10.2% | +10.1% | -20.4% | -12.0% |
| 6M | -7.2% | +18.0% | -25.2% | -10.4% |
| YTD | -14.3% | +25.8% | -40.1% | -18.4% |
| 1Y | -25.6% | +28.4% | -54.0% | -29.5% |
| 3Y | +35.8% | +20.9% | +14.9% | +28.0% |
| 5Y | +61.5% | -21.5% | +83.0% | +63.4% |
| All | +68.5% | +10.0% | +58.5% | +29.6% |
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 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