+486.8%
ASX vs PTC
+60.7%
+426.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +12.4% | +0.5% | +11.9% | +12.2% |
| 30D | -19.8% | +1.2% | -21.0% | -20.1% |
| 3M | -10.3% | +27.4% | -37.7% | -18.8% |
| 6M | +1.2% | +39.2% | -38.0% | -13.3% |
| YTD | +123.0% | +12.5% | +110.5% | +112.4% |
| 1Y | +145.4% | +12.3% | +133.2% | +133.8% |
| 3Y | +368.6% | +28.8% | +339.8% | +283.1% |
| All | +486.8% | +60.7% | +426.1% | +293.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling