-18.6%
PCG vs ASX
+366.1%
-384.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.6% | -7.3% | +0.9% |
| 7D | -1.1% | -12.3% | +11.2% | -0.5% |
| 30D | +0.1% | -26.0% | +26.1% | +1.4% |
| 3M | -24.4% | -8.1% | -16.3% | -24.2% |
| 6M | -17.7% | +1.4% | -19.0% | -18.4% |
| YTD | -17.4% | +115.6% | -133.0% | -22.6% |
| 1Y | -19.4% | +128.0% | -147.4% | -24.8% |
| 3Y | -18.6% | +371.4% | -390.0% | -37.1% |
| All | -18.6% | +366.1% | -384.6% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling