+1.6%
PG vs ASX
+447.1%
-445.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.6% |
| 7D | -0.8% | +5.2% | -6.0% | -0.6% |
| 30D | +0.8% | +0.5% | +0.3% | +0.9% |
| 3M | -1.3% | +8.3% | -9.7% | -0.9% |
| 6M | -3.8% | +82.0% | -85.9% | -2.4% |
| YTD | +3.6% | +147.6% | -144.0% | +6.5% |
| 1Y | -5.7% | +258.8% | -264.6% | -2.1% |
| 3Y | +1.6% | +452.1% | -450.5% | +4.5% |
| All | +1.6% | +447.1% | -445.5% | +4.5% |
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 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