+20.9%
PFE vs ASX
+381.9%
-360.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | +0.4% |
| 7D | -0.7% | -9.1% | +8.4% | -0.6% |
| 30D | +5.3% | -23.6% | +28.9% | +5.6% |
| 3M | +10.1% | -5.6% | +15.7% | +9.8% |
| 6M | +18.0% | +4.7% | +13.3% | +16.2% |
| YTD | +25.8% | +122.6% | -96.8% | +17.8% |
| 1Y | +28.4% | +133.0% | -104.6% | +19.8% |
| 3Y | +20.9% | +367.1% | -346.2% | +6.2% |
| All | +20.9% | +381.9% | -360.9% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling