+325.3%
ASX vs PTC
+32.2%
+293.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.4% |
| 7D | -19.9% | -0.2% | -19.7% | -19.9% |
| 30D | -30.9% | +0.8% | -31.6% | -30.9% |
| 3M | -15.1% | +32.1% | -47.2% | -18.6% |
| 6M | -6.5% | +42.6% | -49.1% | -12.3% |
| YTD | +98.4% | +12.0% | +86.5% | +105.6% |
| 1Y | +107.9% | +12.2% | +95.7% | +115.0% |
| 3Y | +325.3% | +31.2% | +294.1% | +221.1% |
| All | +325.3% | +32.2% | +293.1% | +221.1% |
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