+155.0%
ASX vs PTC
+10.6%
+144.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.6% |
| 7D | +0.8% | +0.5% | +0.3% | +0.9% |
| 30D | -20.4% | +0.9% | -21.3% | -20.4% |
| 3M | -2.1% | +30.4% | -32.5% | +1.8% |
| 6M | +8.2% | +34.4% | -26.2% | +19.4% |
| YTD | +137.3% | +12.6% | +124.7% | +172.2% |
| 1Y | +155.0% | +10.2% | +144.8% | +195.8% |
| All | +155.0% | +10.6% | +144.4% | +195.8% |
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