+82.2%
UBER vs PFE
+5.1%
+77.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | 0.0% |
| 7D | -3.9% | +1.8% | -5.6% | -4.2% |
| 30D | +11.1% | +10.2% | +0.9% | +9.0% |
| 3M | +4.9% | +12.7% | -7.8% | +2.3% |
| 6M | -1.2% | +10.5% | -11.7% | -3.2% |
| YTD | -7.3% | +20.2% | -27.4% | -10.9% |
| 1Y | -17.6% | +24.1% | -41.7% | -21.6% |
| 3Y | +61.1% | -3.6% | +64.6% | +60.1% |
| 5Y | +87.9% | -20.9% | +108.8% | +87.9% |
| All | +82.2% | +5.1% | +77.2% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling