+63.5%
PTC vs AMP
+84.2%
-20.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.3% | +3.3% | -2.1% | -0.5% |
| 30D | +1.1% | +4.2% | -3.2% | -1.3% |
| 3M | +30.1% | -6.4% | +36.6% | +34.0% |
| 6M | +34.0% | +12.4% | +21.6% | +25.7% |
| YTD | +12.8% | +7.4% | +5.4% | +7.1% |
| 1Y | +10.7% | +14.7% | -4.0% | +1.4% |
| 3Y | +29.6% | +60.8% | -31.2% | -3.1% |
| 5Y | +63.5% | +83.4% | -19.9% | +8.4% |
| All | +63.5% | +84.2% | -20.7% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling