+67.6%
UBER vs PFE
+8.3%
+59.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +1.6% | -1.7% | +3.3% | +2.0% |
| 30D | +0.6% | +0.3% | +0.2% | +0.5% |
| 3M | -8.2% | +9.4% | -17.5% | -9.9% |
| 6M | -6.7% | +14.9% | -21.6% | -9.4% |
| YTD | -14.7% | +23.8% | -38.5% | -18.5% |
| 1Y | -24.1% | +19.5% | -43.6% | -27.0% |
| 3Y | +33.4% | +21.0% | +12.4% | +25.7% |
| 5Y | +54.5% | -23.9% | +78.3% | +57.7% |
| All | +67.6% | +8.3% | +59.4% | +29.4% |
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