+215.7%
RSP vs PFE
+47.9%
+167.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.3% | -3.0% | +2.7% | +0.7% |
| 30D | +4.4% | +5.2% | -0.8% | +2.6% |
| 3M | +1.3% | +12.2% | -11.0% | -2.8% |
| 6M | +10.0% | +17.8% | -7.8% | +3.7% |
| YTD | +17.6% | +26.2% | -8.6% | +8.0% |
| 1Y | +19.2% | +23.2% | -3.9% | +10.3% |
| 3Y | +66.0% | +21.3% | +44.8% | +51.1% |
| 5Y | +50.4% | -23.1% | +73.5% | +59.1% |
| 10Y | +215.7% | +50.7% | +165.0% | +134.8% |
| All | +215.7% | +47.9% | +167.8% | +134.8% |
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