-21.8%
PCG vs ASX
+142.3%
-164.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.1% | -0.9% |
| 7D | -2.0% | +22.1% | -24.1% | -2.6% |
| 30D | -2.7% | -23.8% | +21.1% | -2.0% |
| 3M | -25.1% | -7.6% | -17.5% | -25.0% |
| 6M | -22.3% | +6.9% | -29.2% | -22.3% |
| YTD | -18.5% | +127.7% | -146.2% | -17.3% |
| 1Y | -21.8% | +144.5% | -166.4% | -21.3% |
| All | -21.8% | +142.3% | -164.1% | -21.3% |
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