+1,013.6%
ASX vs PFGC
+419.1%
+594.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -0.7% | -2.2% | +1.5% | -0.3% |
| 30D | +2.0% | -11.9% | +13.9% | +4.5% |
| 3M | -1.3% | +5.0% | -6.3% | -2.8% |
| 6M | +71.4% | +8.6% | +62.8% | +67.7% |
| YTD | +135.3% | +9.7% | +125.6% | +129.3% |
| 1Y | +267.5% | -6.3% | +273.8% | +268.5% |
| 3Y | +388.5% | +58.2% | +330.3% | +340.7% |
| 5Y | +417.1% | +110.4% | +306.7% | +339.6% |
| 10Y | +872.7% | +272.8% | +600.0% | +666.1% |
| All | +1,013.6% | +419.1% | +594.5% | +769.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling