+20.4%
PFE vs TROW
+6.0%
+14.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -4.0% | -3.0% | -1.0% | -3.5% |
| 30D | +3.9% | -5.5% | +9.3% | +4.8% |
| 3M | +9.9% | +2.3% | +7.6% | +9.1% |
| 6M | +5.3% | +23.9% | -18.6% | +1.4% |
| YTD | +16.8% | +7.9% | +8.9% | +14.5% |
| 1Y | +20.4% | +6.1% | +14.3% | +17.3% |
| All | +20.4% | +6.0% | +14.4% | +17.3% |
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