+486.8%
ASX vs PFG
+92.7%
+394.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.3% |
| 7D | +12.4% | +2.4% | +10.0% | +11.2% |
| 30D | -19.8% | +5.9% | -25.7% | -21.7% |
| 3M | -10.3% | -0.4% | -9.9% | -10.2% |
| 6M | +1.2% | +14.8% | -13.6% | -7.0% |
| YTD | +123.0% | +31.9% | +91.1% | +89.5% |
| 1Y | +145.4% | +38.8% | +106.6% | +102.7% |
| 3Y | +368.6% | +82.4% | +286.2% | +222.5% |
| All | +486.8% | +92.7% | +394.1% | +279.8% |
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