+371.4%
ASX vs PTC
+30.6%
+340.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.4% | +8.2% | +8.6% |
| 7D | -12.3% | +0.8% | -13.1% | -12.4% |
| 30D | -26.0% | +0.7% | -26.7% | -26.1% |
| 3M | -8.1% | +32.6% | -40.7% | -11.9% |
| 6M | +1.4% | +33.6% | -32.2% | -2.0% |
| YTD | +115.6% | +12.4% | +103.1% | +123.3% |
| 1Y | +128.0% | +11.2% | +116.8% | +137.3% |
| 3Y | +371.4% | +31.7% | +339.7% | +265.8% |
| All | +371.4% | +30.6% | +340.8% | +265.8% |
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 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