+415.3%
ASX vs PFG
+91.4%
+323.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +7.3% |
| 7D | -19.9% | -0.6% | -19.3% | -19.4% |
| 30D | -30.9% | +2.0% | -32.9% | -31.4% |
| 3M | -15.1% | -3.2% | -11.9% | -13.9% |
| 6M | -6.5% | +10.9% | -17.4% | -12.6% |
| YTD | +98.4% | +28.8% | +69.6% | +70.5% |
| 1Y | +107.9% | +39.2% | +68.7% | +71.1% |
| 3Y | +325.3% | +75.0% | +250.2% | +199.2% |
| All | +415.3% | +91.4% | +323.9% | +232.6% |
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 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