+3,361.5%
ASX vs PPG
+1,066.9%
+2,294.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +12.4% | +0.7% | +11.7% | +12.1% |
| 30D | -19.8% | +17.6% | -37.4% | -26.9% |
| 3M | -10.3% | +7.5% | -17.8% | -14.2% |
| 6M | +1.2% | +17.6% | -16.4% | -8.2% |
| YTD | +123.0% | +22.6% | +100.5% | +95.9% |
| 1Y | +145.4% | +28.0% | +117.4% | +110.0% |
| 3Y | +368.6% | +1.8% | +366.8% | +350.4% |
| 5Y | +486.0% | -15.5% | +501.5% | +514.9% |
| 10Y | +941.0% | +54.9% | +886.1% | +633.0% |
| All | +3,361.5% | +1,066.9% | +2,294.6% | +663.4% |
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 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