+27.1%
V vs PFE
+24.7%
+2.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.8% | -4.7% | +3.9% | +0.3% |
| 30D | +9.5% | +3.4% | +6.2% | +9.2% |
| 3M | +16.7% | +9.2% | +7.4% | +15.2% |
| 6M | +32.9% | +15.8% | +17.1% | +29.7% |
| YTD | +21.1% | +23.4% | -2.4% | +16.2% |
| All | +27.1% | +24.7% | +2.4% | +20.7% |
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