-12.0%
PCG vs ASX
+2,948.3%
-2,960.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -2.7% |
| 7D | -1.6% | -19.9% | +18.3% | +0.7% |
| 30D | +1.4% | -30.9% | +32.3% | +5.4% |
| 3M | -23.4% | -15.1% | -8.3% | -22.5% |
| 6M | -19.4% | -6.5% | -12.9% | -20.3% |
| YTD | -18.5% | +98.4% | -116.9% | -27.1% |
| 1Y | -19.5% | +107.9% | -127.4% | -28.6% |
| 3Y | -21.0% | +325.3% | -346.3% | -37.3% |
| 5Y | +13.7% | +447.3% | -433.6% | -14.1% |
| 10Y | -77.2% | +763.2% | -840.4% | -84.2% |
| All | -12.0% | +2,948.3% | -2,960.4% | -48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling