+325.3%
ASX vs PFGC
+77.4%
+247.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +6.9% |
| 7D | -19.9% | +8.5% | -28.5% | -21.6% |
| 30D | -30.9% | +15.0% | -45.9% | -33.6% |
| 3M | -15.1% | -6.2% | -8.9% | -13.5% |
| 6M | -6.5% | +15.7% | -22.2% | -12.2% |
| YTD | +98.4% | +19.6% | +78.9% | +82.8% |
| 1Y | +107.9% | +13.2% | +94.7% | +95.2% |
| 3Y | +325.3% | +77.0% | +248.3% | +217.5% |
| All | +325.3% | +77.4% | +247.9% | +217.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling