+7,263.7%
ASX vs PFG
+1,015.3%
+6,248.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.8% | +0.7% |
| 7D | -0.7% | +5.5% | -6.2% | -2.4% |
| 30D | +2.0% | +2.4% | -0.4% | +1.1% |
| 3M | -1.3% | +13.6% | -14.9% | -5.7% |
| 6M | +71.4% | +27.9% | +43.6% | +58.0% |
| YTD | +135.3% | +35.6% | +99.8% | +112.6% |
| 1Y | +267.5% | +48.5% | +219.0% | +222.0% |
| 3Y | +388.5% | +66.9% | +321.6% | +311.3% |
| 5Y | +417.1% | +111.0% | +306.1% | +304.0% |
| 10Y | +872.7% | +244.5% | +628.3% | +527.0% |
| All | +7,263.7% | +1,015.3% | +6,248.5% | +2,747.5% |
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 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