-19.1%
PCG vs ASX
+133.5%
-152.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | +0.6% |
| 7D | -0.5% | -9.1% | +8.7% | -0.2% |
| 30D | +0.8% | -23.6% | +24.3% | +1.4% |
| 3M | -22.0% | -5.6% | -16.4% | -21.8% |
| 6M | -17.1% | +4.7% | -21.8% | -17.0% |
| YTD | -16.9% | +122.6% | -139.4% | -15.4% |
| 1Y | -19.1% | +133.0% | -152.1% | -17.7% |
| All | -19.1% | +133.5% | -152.5% | -17.7% |
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