+842.6%
ASX vs PFGC
+360.0%
+482.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.0% | +4.7% | +7.9% |
| 7D | -12.3% | +10.8% | -23.1% | -14.3% |
| 30D | -26.0% | +17.8% | -43.8% | -28.7% |
| 3M | -8.1% | -2.7% | -5.4% | -8.1% |
| 6M | +1.4% | +20.0% | -18.6% | -3.2% |
| YTD | +115.6% | +24.3% | +91.3% | +103.8% |
| 1Y | +128.0% | +13.2% | +114.8% | +119.6% |
| 3Y | +371.4% | +85.9% | +285.5% | +308.8% |
| 5Y | +469.4% | +141.0% | +328.4% | +367.4% |
| 10Y | +842.6% | +370.6% | +472.0% | +626.2% |
| All | +842.6% | +360.0% | +482.7% | +626.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 10y: compounded portfolio wealth divided by compounded PFGC 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…
10y analysis · Full analysis span regression · 6 months rolling