+25.0%
V vs PFE
+21.1%
+3.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | -0.4% | -2.1% | +1.7% | +0.1% |
| 30D | +6.3% | +3.1% | +3.2% | +6.1% |
| 3M | +17.2% | +11.2% | +6.0% | +15.5% |
| 6M | +29.2% | +15.0% | +14.2% | +26.3% |
| YTD | +20.8% | +23.5% | -2.7% | +16.0% |
| 1Y | +25.0% | +18.9% | +6.1% | +21.0% |
| All | +25.0% | +21.1% | +3.9% | +21.0% |
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 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