-16.0%
PCG vs ASX
+144.4%
-160.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.8% | +0.9% |
| 7D | +1.9% | -14.6% | +16.5% | +2.4% |
| 30D | +8.5% | -21.1% | +29.6% | +9.1% |
| 3M | -22.9% | -3.1% | -19.8% | -22.8% |
| 6M | -16.8% | +17.4% | -34.1% | -16.8% |
| YTD | -15.8% | +135.3% | -151.1% | -14.3% |
| 1Y | -16.0% | +146.5% | -162.5% | -14.5% |
| All | -16.0% | +144.4% | -160.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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