+887.2%
ASX vs PTC
+315.4%
+571.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.1% |
| 7D | -9.1% | +1.3% | -10.4% | -9.5% |
| 30D | -23.6% | +1.1% | -24.7% | -23.8% |
| 3M | -5.6% | +30.1% | -35.8% | -16.2% |
| 6M | +4.7% | +34.0% | -29.3% | -9.9% |
| YTD | +122.6% | +12.8% | +109.8% | +104.5% |
| 1Y | +133.0% | +10.7% | +122.3% | +115.8% |
| 3Y | +367.1% | +29.6% | +337.5% | +293.3% |
| 5Y | +504.7% | +63.5% | +441.2% | +356.1% |
| 10Y | +887.2% | +316.7% | +570.5% | +408.6% |
| All | +887.2% | +315.4% | +571.9% | +408.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling