+299.6%
ASX vs PTC
+31.8%
+267.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.3% | -20.5% | -20.7% |
| 7D | -33.3% | -0.1% | -33.2% | -33.3% |
| 30D | -36.5% | +0.8% | -37.3% | -36.5% |
| 3M | -19.2% | +39.6% | -58.8% | -23.5% |
| 6M | -10.2% | +41.5% | -51.7% | -15.6% |
| YTD | +86.5% | +11.7% | +74.7% | +93.3% |
| 1Y | +89.6% | +2.4% | +87.2% | +104.7% |
| All | +299.6% | +31.8% | +267.8% | +201.8% |
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