+858.4%
ASX vs PTC
+223.7%
+634.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.0% | +6.3% | +2.6% |
| 7D | -0.7% | -10.3% | +9.5% | +3.4% |
| 30D | +2.0% | +1.1% | +0.8% | +1.1% |
| 3M | -1.3% | +1.6% | -2.9% | -3.9% |
| 6M | +71.4% | -13.5% | +84.9% | +77.5% |
| YTD | +135.3% | -19.1% | +154.4% | +149.4% |
| 1Y | +267.5% | -33.9% | +301.4% | +325.9% |
| 3Y | +388.5% | -3.9% | +392.4% | +367.8% |
| 5Y | +417.1% | +6.0% | +411.1% | +366.9% |
| All | +858.4% | +223.7% | +634.8% | +452.3% |
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