+2,793.8%
ASX vs PTC
+595.8%
+2,198.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -36.6% |
| 3M | -19.2% | +39.6% | -58.8% | -28.3% |
| 6M | -10.2% | +41.5% | -51.7% | -22.2% |
| YTD | +86.5% | +11.7% | +74.7% | +72.8% |
| 1Y | +89.6% | +2.4% | +87.2% | +80.2% |
| 3Y | +298.6% | +31.9% | +266.7% | +248.3% |
| 5Y | +414.3% | +54.5% | +359.7% | +328.9% |
| 10Y | +711.1% | +342.1% | +369.0% | +382.6% |
| All | +2,793.8% | +595.8% | +2,198.0% | +1,004.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling