+114.8%
PFE vs BLK
+13,188.7%
-13,073.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.9% |
| 7D | -2.7% | -2.4% | -0.3% | -2.1% |
| 30D | +3.8% | -3.1% | +7.0% | +4.6% |
| 3M | +10.4% | +10.7% | -0.3% | +7.5% |
| 6M | +6.3% | +15.9% | -9.6% | +2.1% |
| YTD | +17.4% | +4.0% | +13.3% | +15.5% |
| 1Y | +21.1% | +1.3% | +19.9% | +19.7% |
| 3Y | -1.6% | +69.6% | -71.2% | -15.1% |
| 5Y | -22.2% | +33.8% | -55.9% | -30.1% |
| 10Y | +32.9% | +276.2% | -243.3% | -9.3% |
| All | +114.8% | +13,188.7% | -13,073.9% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BLK 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling