+83.8%
PFE vs ASX
+3,515.0%
-3,431.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.8% |
| 3M | +12.7% | -1.3% | +14.0% | +11.6% |
| 6M | +10.5% | +71.4% | -60.9% | +1.7% |
| YTD | +20.2% | +135.3% | -115.2% | +6.0% |
| 1Y | +24.1% | +267.5% | -243.4% | +3.0% |
| 3Y | -3.6% | +388.5% | -392.0% | -24.1% |
| 5Y | -20.9% | +417.1% | -438.0% | -39.4% |
| 10Y | +35.8% | +872.7% | -836.9% | -8.0% |
| All | +83.8% | +3,515.0% | -3,431.3% | -7.2% |
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 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