+35.6%
PFE vs ASX
+856.9%
-821.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | +1.8% | -0.7% | +2.5% | +1.8% |
| 30D | +10.2% | +2.0% | +8.2% | +9.9% |
| 3M | +12.7% | -1.3% | +14.0% | +11.7% |
| 6M | +10.5% | +71.4% | -60.9% | +2.0% |
| YTD | +20.2% | +135.3% | -115.2% | +6.4% |
| 1Y | +24.1% | +267.5% | -243.4% | +3.5% |
| 3Y | -3.6% | +388.5% | -392.0% | -24.2% |
| 5Y | -20.9% | +417.1% | -438.0% | -39.5% |
| All | +35.6% | +856.9% | -821.3% | -11.8% |
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