-76.7%
PCG vs ASX
+849.3%
-926.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.6% | -7.3% | -0.1% |
| 7D | -1.1% | -12.3% | +11.2% | +0.6% |
| 30D | +0.1% | -26.0% | +26.1% | +4.2% |
| 3M | -24.4% | -8.1% | -16.3% | -24.3% |
| 6M | -17.7% | +1.4% | -19.0% | -20.5% |
| YTD | -17.4% | +115.6% | -133.0% | -31.7% |
| 1Y | -19.4% | +128.0% | -147.4% | -34.2% |
| 3Y | -18.6% | +371.4% | -390.0% | -45.5% |
| 5Y | +10.2% | +469.4% | -459.2% | -32.0% |
| 10Y | -76.7% | +842.6% | -919.3% | -88.9% |
| All | -76.7% | +849.3% | -926.0% | -88.9% |
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