+32.9%
PFE vs RTX
+275.7%
-242.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.1% |
| 7D | -2.7% | -3.1% | +0.4% | -1.9% |
| 30D | +3.8% | -10.6% | +14.4% | +6.7% |
| 3M | +10.4% | +11.6% | -1.3% | +7.1% |
| 6M | +6.3% | -4.5% | +10.8% | +7.1% |
| YTD | +17.4% | +9.6% | +7.8% | +14.0% |
| 1Y | +21.1% | +30.8% | -9.7% | +12.3% |
| 3Y | -1.6% | +152.8% | -154.4% | -24.4% |
| 5Y | -22.2% | +167.1% | -189.3% | -41.8% |
| 10Y | +32.9% | +275.2% | -242.3% | -16.5% |
| All | +32.9% | +275.7% | -242.8% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RTX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling