+48.8%
PFE vs ASX
+962.9%
-914.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.4% |
| 7D | -1.7% | +12.4% | -14.1% | -2.8% |
| 30D | +0.3% | -19.8% | +20.2% | +1.8% |
| 3M | +9.4% | -10.3% | +19.7% | +9.4% |
| 6M | +14.9% | +1.2% | +13.7% | +12.1% |
| YTD | +23.8% | +123.0% | -99.2% | +9.3% |
| 1Y | +19.5% | +145.4% | -125.9% | +4.2% |
| 3Y | +21.0% | +368.6% | -347.6% | -5.2% |
| 5Y | -23.9% | +486.0% | -509.9% | -43.4% |
| All | +48.8% | +962.9% | -914.1% | -4.8% |
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