+3,582.5%
ASX vs PPG
+1,089.8%
+2,492.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +6.3% |
| 7D | +0.8% | -1.2% | +2.1% | +2.0% |
| 30D | -20.4% | +21.2% | -41.6% | -28.7% |
| 3M | -2.1% | +8.2% | -10.4% | -6.8% |
| 6M | +8.2% | +17.2% | -9.0% | -1.7% |
| YTD | +137.3% | +25.0% | +112.3% | +106.1% |
| 1Y | +155.0% | +33.5% | +121.5% | +112.9% |
| 3Y | +397.9% | +4.2% | +393.8% | +372.3% |
| 5Y | +529.2% | -12.7% | +541.9% | +548.0% |
| 10Y | +1,007.5% | +58.0% | +949.6% | +671.1% |
| All | +3,582.5% | +1,089.8% | +2,492.7% | +703.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling