+19.0%
RSP vs PFE
+24.7%
-5.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.4% |
| 7D | +0.4% | -4.7% | +5.1% | +1.5% |
| 30D | +3.7% | +3.4% | +0.4% | +3.1% |
| 3M | +0.8% | +9.2% | -8.5% | -1.0% |
| 6M | +9.1% | +15.8% | -6.7% | +5.9% |
| YTD | +16.7% | +23.4% | -6.7% | +10.9% |
| All | +19.0% | +24.7% | -5.6% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling