+213.2%
RSP vs PFE
+47.0%
+166.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | +0.7% | -0.7% | +1.4% | +1.0% |
| 30D | +3.7% | +5.3% | -1.7% | +1.8% |
| 3M | +0.7% | +10.1% | -9.4% | -2.7% |
| 6M | +9.0% | +18.0% | -9.0% | +2.7% |
| YTD | +16.7% | +25.8% | -9.1% | +7.2% |
| 1Y | +19.0% | +28.4% | -9.5% | +8.4% |
| 3Y | +64.7% | +20.9% | +43.8% | +50.1% |
| 5Y | +49.6% | -21.5% | +71.1% | +56.6% |
| 10Y | +213.2% | +46.2% | +166.9% | +134.5% |
| All | +213.2% | +47.0% | +166.2% | +134.5% |
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