-19.6%
PCG vs ASX
+126.1%
-145.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.6% | -7.3% | +1.0% |
| 7D | -1.1% | -12.3% | +11.2% | -0.7% |
| 30D | +0.1% | -26.0% | +26.1% | +0.9% |
| 3M | -24.4% | -8.1% | -16.3% | -24.1% |
| 6M | -17.7% | +1.4% | -19.0% | -17.5% |
| YTD | -17.4% | +115.6% | -133.0% | -15.8% |
| All | -19.6% | +126.1% | -145.7% | -18.2% |
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 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