+107.9%
ASX vs PTC
+5.5%
+102.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.5% |
| 7D | -19.9% | -0.2% | -19.7% | -20.0% |
| 30D | -30.9% | +0.8% | -31.6% | -30.8% |
| 3M | -15.1% | +32.1% | -47.2% | -11.3% |
| 6M | -6.5% | +42.6% | -49.1% | +2.4% |
| YTD | +98.4% | +12.0% | +86.5% | +126.1% |
| 1Y | +107.9% | +12.2% | +95.7% | +136.4% |
| All | +107.9% | +5.5% | +102.3% | +136.4% |
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