-5.2%
ABNB vs PTC
+55.9%
-61.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.4% | +11.6% |
| 7D | +15.6% | -0.2% | +15.8% | +15.7% |
| 30D | +18.3% | +0.8% | +17.5% | +17.8% |
| 3M | +25.3% | +32.1% | -6.8% | +5.0% |
| 6M | +35.8% | +42.6% | -6.8% | +6.3% |
| YTD | +40.0% | +12.0% | +28.0% | +28.2% |
| 1Y | +57.6% | +12.2% | +45.5% | +44.0% |
| 3Y | +60.8% | +31.2% | +29.6% | +20.2% |
| All | -5.2% | +55.9% | -61.1% | -37.5% |
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 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