-10.5%
PCG vs ASX
+390.9%
-401.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | -13.9% | -0.7% | -13.1% | -13.8% |
| 30D | -16.9% | +2.0% | -18.8% | -16.9% |
| 3M | -14.7% | -1.3% | -13.4% | -15.0% |
| 6M | -23.8% | +71.4% | -95.3% | -27.2% |
| YTD | -10.5% | +135.3% | -145.8% | -16.5% |
| 1Y | -5.1% | +267.5% | -272.6% | -15.4% |
| All | -10.5% | +390.9% | -401.4% | -27.6% |
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