-19.5%
PCG vs ASX
+105.3%
-124.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -2.2% |
| 7D | -1.6% | -19.9% | +18.3% | -1.0% |
| 30D | +1.4% | -30.9% | +32.3% | +2.4% |
| 3M | -23.4% | -15.1% | -8.3% | -22.9% |
| 6M | -19.4% | -6.5% | -12.9% | -19.0% |
| YTD | -18.5% | +98.4% | -116.9% | -16.4% |
| 1Y | -19.5% | +107.9% | -127.4% | -17.4% |
| All | -19.5% | +105.3% | -124.9% | -17.4% |
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