+913.4%
ASX vs PFG
+239.4%
+673.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.7% |
| 7D | +6.3% | +6.0% | +0.3% | +3.4% |
| 30D | +6.4% | +2.2% | +4.2% | +5.2% |
| 3M | +13.1% | +10.4% | +2.8% | +7.4% |
| 6M | +90.3% | +27.8% | +62.5% | +69.0% |
| YTD | +149.6% | +33.6% | +116.0% | +116.7% |
| 1Y | +249.2% | +49.3% | +199.9% | +187.4% |
| 3Y | +445.9% | +69.7% | +376.2% | +319.7% |
| 5Y | +477.7% | +111.3% | +366.4% | +300.2% |
| 10Y | +913.4% | +240.3% | +673.1% | +407.6% |
| All | +913.4% | +239.4% | +673.9% | +407.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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