+35.6%
PFE vs TROW
+17.3%
+18.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.0% | -3.3% | +1.4% |
| 7D | +4.6% | +8.2% | -3.7% | +2.8% |
| 30D | +12.3% | +8.3% | +4.0% | +10.4% |
| 3M | +21.2% | -1.6% | +22.7% | +21.5% |
| 6M | +21.1% | +11.9% | +9.2% | +17.5% |
| YTD | +30.0% | +14.3% | +15.7% | +24.5% |
| 1Y | +35.6% | +17.0% | +18.6% | +27.8% |
| All | +35.6% | +17.3% | +18.3% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling