+433.7%
WMT vs PFE
+33.5%
+400.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.2% | -4.3% | +4.0% | +0.7% |
| 30D | -5.8% | +2.7% | -8.5% | -6.4% |
| 3M | -10.8% | +10.0% | -20.7% | -12.6% |
| 6M | -14.3% | +7.2% | -21.5% | -15.8% |
| YTD | -4.4% | +17.3% | -21.7% | -7.9% |
| 1Y | +4.3% | +20.3% | -16.0% | -0.4% |
| 3Y | +100.1% | -1.6% | +101.7% | +98.0% |
| 5Y | +130.8% | -21.4% | +152.2% | +136.4% |
| 10Y | +433.7% | +35.2% | +398.5% | +345.8% |
| All | +433.7% | +33.5% | +400.2% | +345.8% |
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