+432.3%
ASX vs PFG
+110.8%
+321.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +1.0% |
| 7D | -0.7% | +5.5% | -6.2% | -3.5% |
| 30D | +2.0% | +2.4% | -0.4% | +0.6% |
| 3M | -1.3% | +13.6% | -14.9% | -8.5% |
| 6M | +71.4% | +27.9% | +43.6% | +49.2% |
| YTD | +135.3% | +35.6% | +99.8% | +97.8% |
| 1Y | +267.5% | +48.5% | +219.0% | +192.6% |
| 3Y | +388.5% | +66.9% | +321.6% | +256.8% |
| All | +432.3% | +110.8% | +321.5% | +234.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling