+93.0%
PFE vs ASX
+3,544.9%
-3,451.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.6% | -6.3% | -0.4% |
| 7D | -3.0% | +0.8% | -3.8% | -3.4% |
| 30D | +5.2% | -20.4% | +25.6% | +7.2% |
| 3M | +12.2% | -2.1% | +14.4% | +11.3% |
| 6M | +17.8% | +8.2% | +9.6% | +13.9% |
| YTD | +26.2% | +137.3% | -111.1% | +10.1% |
| 1Y | +23.2% | +155.0% | -131.8% | +6.4% |
| 3Y | +21.3% | +397.9% | -376.6% | -5.7% |
| 5Y | -23.1% | +529.2% | -552.3% | -43.0% |
| 10Y | +50.7% | +1,007.5% | -956.8% | -0.5% |
| All | +93.0% | +3,544.9% | -3,451.9% | -3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling