-76.0%
PCG vs ASX
+856.9%
-932.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | -13.9% | -0.7% | -13.1% | -13.7% |
| 30D | -16.9% | +2.0% | -18.8% | -17.1% |
| 3M | -14.7% | -1.3% | -13.4% | -15.8% |
| 6M | -23.8% | +71.4% | -95.3% | -32.9% |
| YTD | -10.5% | +135.3% | -145.8% | -26.3% |
| 1Y | -5.1% | +267.5% | -272.6% | -29.4% |
| 3Y | -11.6% | +388.5% | -400.1% | -40.5% |
| 5Y | +59.0% | +417.1% | -358.1% | +1.9% |
| All | -76.0% | +856.9% | -932.8% | -88.6% |
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