+9.3%
PCG vs ASX
+482.2%
-472.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.4% |
| 7D | +2.2% | +12.4% | -10.2% | +1.0% |
| 30D | +0.8% | -19.8% | +20.6% | +2.4% |
| 3M | -23.8% | -10.3% | -13.5% | -23.5% |
| 6M | -19.6% | +1.2% | -20.9% | -21.1% |
| YTD | -16.7% | +123.0% | -139.8% | -26.5% |
| 1Y | -19.4% | +145.4% | -164.8% | -29.8% |
| 3Y | -18.3% | +368.6% | -386.9% | -38.0% |
| All | +9.3% | +482.2% | -472.9% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling