+653.4%
WDC vs PFE
+45.6%
+607.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +10.0% |
| 7D | -14.4% | -4.7% | -9.7% | -13.0% |
| 30D | -27.1% | +3.4% | -30.4% | -28.0% |
| 3M | -33.3% | +9.2% | -42.5% | -35.5% |
| 6M | -39.6% | +15.8% | -55.4% | -43.2% |
| YTD | +68.4% | +23.4% | +44.9% | +53.8% |
| 1Y | +78.2% | +25.8% | +52.3% | +61.2% |
| 3Y | +772.0% | +17.8% | +754.2% | +687.9% |
| 5Y | +584.9% | -20.2% | +605.1% | +612.2% |
| 10Y | +653.4% | +49.6% | +603.9% | +502.3% |
| All | +653.4% | +45.6% | +607.9% | +502.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling