+378.4%
ASX vs PFG
+81.7%
+296.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.4% |
| 7D | +22.1% | +0.1% | +22.0% | +22.0% |
| 30D | -23.8% | +5.0% | -28.7% | -24.8% |
| 3M | -7.6% | +0.1% | -7.7% | -7.6% |
| 6M | +6.9% | +13.8% | -6.9% | -0.2% |
| YTD | +127.7% | +31.2% | +96.4% | +97.4% |
| 1Y | +144.5% | +37.1% | +107.5% | +107.4% |
| All | +378.4% | +81.7% | +296.7% | +219.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling