-10.3%
PCG vs ASX
+2,764.3%
-2,774.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -20.8% | +19.5% | +1.2% |
| 7D | 0.0% | -33.3% | +33.3% | +4.6% |
| 30D | +5.8% | -36.5% | +42.3% | +11.1% |
| 3M | -22.8% | -19.2% | -3.6% | -21.3% |
| 6M | -18.4% | -10.2% | -8.2% | -19.0% |
| YTD | -16.9% | +86.5% | -103.3% | -25.1% |
| 1Y | -17.6% | +89.6% | -107.3% | -26.0% |
| 3Y | -20.0% | +298.6% | -318.6% | -36.0% |
| 5Y | +16.0% | +414.3% | -398.2% | -11.7% |
| 10Y | -76.7% | +711.1% | -787.8% | -83.7% |
| All | -10.3% | +2,764.3% | -2,774.5% | -47.1% |
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 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