+479.4%
ASX vs PPG
-20.0%
+499.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.9% | +4.9% |
| 7D | +11.1% | -3.7% | +14.8% | +13.4% |
| 30D | +9.6% | -7.2% | +16.8% | +14.2% |
| 3M | +18.6% | -7.3% | +26.0% | +23.5% |
| 6M | +92.1% | +0.3% | +91.9% | +89.8% |
| YTD | +158.5% | +6.5% | +151.9% | +144.7% |
| 1Y | +271.9% | +0.5% | +271.4% | +261.8% |
| 3Y | +465.2% | -15.3% | +480.5% | +503.1% |
| 5Y | +479.4% | -22.9% | +502.3% | +530.4% |
| All | +479.4% | -20.0% | +499.4% | +530.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling