+54.8%
UBER vs PFE
-1.5%
+56.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.1% |
| 7D | -2.8% | -2.7% | -0.1% | -2.4% |
| 30D | -2.5% | +3.8% | -6.4% | -3.0% |
| 3M | +4.4% | +10.4% | -6.0% | +2.9% |
| 6M | -2.7% | +6.3% | -8.9% | -3.7% |
| YTD | -10.5% | +17.4% | -27.9% | -12.4% |
| 1Y | -22.5% | +21.1% | -43.6% | -24.6% |
| 3Y | +54.8% | -1.6% | +56.4% | +56.0% |
| All | +54.8% | -1.5% | +56.3% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling