+35.6%
PFE vs ASX
+144.4%
-108.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.6% | +2.4% |
| 7D | +4.6% | -14.6% | +19.1% | +3.8% |
| 30D | +12.3% | -21.1% | +33.4% | +11.4% |
| 3M | +21.2% | -3.1% | +24.2% | +20.9% |
| 6M | +21.1% | +17.4% | +3.7% | +19.0% |
| YTD | +30.0% | +135.3% | -105.3% | +23.8% |
| 1Y | +35.6% | +146.5% | -110.9% | +29.1% |
| All | +35.6% | +144.4% | -108.8% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling