+146.5%
ASX vs PPG
+38.5%
+108.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.0% | -8.9% | -5.9% |
| 7D | -14.6% | +7.5% | -22.0% | -17.2% |
| 30D | -21.1% | +20.9% | -42.0% | -27.5% |
| 3M | -3.1% | +8.7% | -11.8% | -6.6% |
| 6M | +17.4% | +23.8% | -6.5% | +6.7% |
| YTD | +135.3% | +26.5% | +108.8% | +113.9% |
| 1Y | +146.5% | +37.6% | +108.9% | +119.0% |
| All | +146.5% | +38.5% | +108.1% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 1y: compounded portfolio wealth divided by compounded PPG 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…
1y analysis · Full analysis span regression · 6 months rolling