+211.0%
RSP vs PFE
+46.7%
+164.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +2.4% | -1.7% | +4.1% | +3.0% |
| 30D | +4.3% | +0.3% | +3.9% | +4.1% |
| 3M | -0.3% | +9.4% | -9.7% | -3.5% |
| 6M | +9.8% | +14.9% | -5.1% | +4.4% |
| YTD | +16.8% | +23.8% | -7.0% | +7.9% |
| 1Y | +19.5% | +19.5% | 0.0% | +11.7% |
| 3Y | +65.1% | +21.0% | +44.1% | +50.3% |
| 5Y | +48.7% | -23.9% | +72.6% | +57.6% |
| All | +211.0% | +46.7% | +164.3% | +132.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling