+10,793.7%
WMT vs PFE
+3,451.1%
+7,342.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +2.0% | -1.7% | +3.7% | +2.6% |
| 30D | +10.3% | +0.3% | +9.9% | +10.2% |
| 3M | +11.0% | +9.4% | +1.6% | +8.0% |
| 6M | -2.3% | +14.9% | -17.2% | -6.4% |
| YTD | +15.7% | +23.8% | -8.1% | +8.2% |
| 1Y | +26.0% | +19.5% | +6.4% | +18.8% |
| 3Y | +136.5% | +21.0% | +115.5% | +117.5% |
| 5Y | +176.8% | -23.9% | +200.7% | +187.9% |
| 10Y | +537.5% | +47.8% | +489.7% | +418.4% |
| All | +10,793.7% | +3,451.1% | +7,342.6% | +2,287.3% |
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 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