-24.5%
UBER vs PFE
+23.7%
-48.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +1.2% | -3.0% | +4.1% | +2.1% |
| 30D | -1.1% | +5.2% | -6.4% | -2.6% |
| 3M | -10.0% | +12.2% | -22.3% | -13.0% |
| 6M | -7.2% | +17.8% | -25.0% | -12.2% |
| YTD | -13.5% | +26.2% | -39.7% | -19.5% |
| All | -24.5% | +23.7% | -48.2% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling