-77.6%
PCG vs ASX
+754.3%
-831.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -3.0% |
| 7D | -1.6% | -19.9% | +18.3% | +1.6% |
| 30D | +1.4% | -30.9% | +32.3% | +6.9% |
| 3M | -23.4% | -15.1% | -8.3% | -22.2% |
| 6M | -19.4% | -6.5% | -12.9% | -21.1% |
| YTD | -18.5% | +98.4% | -116.9% | -31.7% |
| 1Y | -19.5% | +107.9% | -127.4% | -33.3% |
| 3Y | -21.0% | +325.3% | -346.3% | -46.1% |
| 5Y | +13.7% | +447.3% | -433.6% | -29.8% |
| All | -77.6% | +754.3% | -831.9% | -89.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling