+499.0%
ASX vs PFGC
+135.5%
+363.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.7% |
| 7D | +22.1% | +0.3% | +21.9% | +22.0% |
| 30D | -23.8% | +16.1% | -39.9% | -28.3% |
| 3M | -7.6% | +2.4% | -10.0% | -9.0% |
| 6M | +6.9% | +15.7% | -8.8% | -0.9% |
| YTD | +127.7% | +22.3% | +105.4% | +104.8% |
| 1Y | +144.5% | +13.9% | +130.7% | +126.4% |
| 3Y | +377.8% | +80.3% | +297.5% | +252.7% |
| All | +499.0% | +135.5% | +363.5% | +280.6% |
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