+432.3%
ASX vs PFGC
+111.4%
+320.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.7% | -2.2% | +1.5% | +0.1% |
| 30D | +2.0% | -11.9% | +13.9% | +6.6% |
| 3M | -1.3% | +5.0% | -6.3% | -4.3% |
| 6M | +71.4% | +8.6% | +62.8% | +63.8% |
| YTD | +135.3% | +9.7% | +125.6% | +122.8% |
| 1Y | +267.5% | -6.3% | +273.8% | +268.6% |
| 3Y | +388.5% | +58.2% | +330.3% | +289.0% |
| All | +432.3% | +111.4% | +320.9% | +269.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling