+213.4%
RSP vs PFE
+61.4%
+152.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | +0.2% |
| 7D | -1.0% | -3.7% | +2.7% | +0.2% |
| 30D | +2.6% | +5.0% | -2.4% | +0.9% |
| 3M | -0.8% | +12.2% | -13.0% | -4.7% |
| 6M | +6.3% | +14.6% | -8.3% | +1.2% |
| YTD | +14.1% | +24.1% | -10.0% | +5.4% |
| 1Y | +18.0% | +26.6% | -8.6% | +8.1% |
| 3Y | +61.0% | +14.3% | +46.7% | +49.9% |
| 5Y | +45.6% | -21.9% | +67.5% | +52.4% |
| All | +213.4% | +61.4% | +152.0% | +135.4% |
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