+144.5%
ASX vs PTC
+10.3%
+134.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +22.1% | +0.8% | +21.3% | +22.2% |
| 30D | -23.8% | +1.2% | -24.9% | -23.7% |
| 3M | -7.6% | +32.6% | -40.2% | -3.5% |
| 6M | +6.9% | +36.1% | -29.1% | +17.9% |
| YTD | +127.7% | +12.7% | +115.0% | +161.3% |
| 1Y | +144.5% | +10.2% | +134.4% | +183.8% |
| All | +144.5% | +10.3% | +134.3% | +183.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling