+29.1%
ABNB vs PTC
+76.4%
-47.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.2% |
| 7D | -1.7% | +0.5% | -2.2% | -1.9% |
| 30D | +11.8% | +1.2% | +10.6% | +11.2% |
| 3M | +0.9% | +27.4% | -26.5% | -11.9% |
| 6M | +40.5% | +39.2% | +1.3% | +15.5% |
| YTD | +37.6% | +12.5% | +25.1% | +26.5% |
| 1Y | +54.1% | +12.3% | +41.8% | +41.7% |
| 3Y | +56.8% | +28.8% | +27.9% | +27.5% |
| 5Y | -9.6% | +60.9% | -70.4% | -36.8% |
| All | +29.1% | +76.4% | -47.3% | -20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling