+80.3%
PEP vs ASX
+849.3%
-769.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.6% | -8.2% | -0.1% |
| 7D | +1.0% | -12.3% | +13.3% | +1.6% |
| 30D | +12.6% | -26.0% | +38.6% | +14.3% |
| 3M | +3.1% | -8.1% | +11.3% | +2.9% |
| 6M | -6.3% | +1.4% | -7.7% | -8.3% |
| YTD | +1.9% | +115.6% | -113.7% | -8.1% |
| 1Y | +3.3% | +128.0% | -124.8% | -7.5% |
| 3Y | -4.8% | +371.4% | -376.2% | -24.3% |
| 5Y | +2.0% | +469.4% | -467.4% | -23.1% |
| 10Y | +80.3% | +842.6% | -762.3% | +15.6% |
| All | +80.3% | +849.3% | -769.0% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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