+6,865.2%
ASX vs PFG
+1,008.7%
+5,856.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.7% | +3.1% |
| 7D | -9.1% | +3.0% | -12.1% | -9.7% |
| 30D | -23.6% | +8.2% | -31.7% | -25.3% |
| 3M | -5.6% | +2.7% | -8.3% | -6.5% |
| 6M | +4.7% | +17.2% | -12.5% | -1.0% |
| YTD | +122.6% | +34.8% | +87.8% | +101.5% |
| 1Y | +133.0% | +43.6% | +89.4% | +106.8% |
| 3Y | +367.1% | +85.4% | +281.7% | +281.1% |
| 5Y | +504.7% | +102.2% | +402.6% | +379.1% |
| 10Y | +887.2% | +190.2% | +697.0% | +567.7% |
| All | +6,865.2% | +1,008.7% | +5,856.5% | +2,599.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling