+60.6%
PFE vs ASX
+754.3%
-693.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.1% | -2.2% |
| 7D | -3.7% | -19.9% | +16.2% | -2.0% |
| 30D | +5.0% | -30.9% | +35.8% | +7.9% |
| 3M | +12.2% | -15.1% | +27.3% | +12.7% |
| 6M | +14.6% | -6.5% | +21.1% | +12.5% |
| YTD | +24.1% | +98.4% | -74.3% | +10.9% |
| 1Y | +26.6% | +107.9% | -81.3% | +12.3% |
| 3Y | +14.3% | +325.3% | -311.0% | -9.6% |
| 5Y | -21.9% | +447.3% | -469.2% | -41.7% |
| All | +60.6% | +754.3% | -693.7% | +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