+748.4%
ASX vs PTC
+334.9%
+413.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.3% |
| 7D | -19.9% | -0.2% | -19.7% | -19.8% |
| 30D | -30.9% | +0.8% | -31.6% | -31.0% |
| 3M | -15.1% | +32.1% | -47.2% | -25.1% |
| 6M | -6.5% | +42.6% | -49.1% | -22.0% |
| YTD | +98.4% | +12.0% | +86.5% | +82.8% |
| 1Y | +107.9% | +12.2% | +95.7% | +91.2% |
| 3Y | +325.3% | +31.2% | +294.1% | +256.0% |
| 5Y | +447.3% | +54.9% | +392.4% | +321.2% |
| All | +748.4% | +334.9% | +413.5% | +337.0% |
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