-7.2%
PTC vs AMP
+70.1%
-77.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -5.2% |
| 7D | -12.8% | +2.6% | -15.4% | -13.8% |
| 30D | -9.8% | +0.8% | -10.6% | -10.2% |
| 3M | -2.1% | +24.3% | -26.3% | -11.5% |
| 6M | -18.1% | +20.6% | -38.7% | -25.3% |
| YTD | -23.5% | +14.6% | -38.1% | -29.1% |
| 1Y | -37.4% | +14.5% | -51.9% | -42.0% |
| 3Y | -7.2% | +67.9% | -75.2% | -33.0% |
| All | -7.2% | +70.1% | -77.3% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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