+392.6%
ASX vs PTC
-3.9%
+396.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.0% | +6.3% | +1.6% |
| 7D | -0.7% | -10.3% | +9.5% | +1.7% |
| 30D | +2.0% | +1.1% | +0.8% | +1.5% |
| 3M | -1.3% | +1.6% | -2.9% | -1.5% |
| 6M | +71.4% | -13.5% | +84.9% | +81.9% |
| YTD | +135.3% | -19.1% | +154.4% | +156.3% |
| 1Y | +267.5% | -33.9% | +301.4% | +341.6% |
| All | +392.6% | -3.9% | +396.5% | +331.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling