+249.6%
ALAB vs PTC
+4.5%
+245.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.4% | +13.3% | +13.6% |
| 7D | -5.6% | +0.8% | -6.4% | -5.8% |
| 30D | -36.6% | +0.7% | -37.4% | -36.7% |
| 3M | -35.1% | +32.6% | -67.7% | -42.5% |
| 6M | +8.5% | +33.6% | -25.0% | -4.0% |
| YTD | +30.4% | +12.4% | +17.9% | +34.3% |
| 1Y | +31.0% | +11.2% | +19.8% | +36.5% |
| All | +249.6% | +4.5% | +245.1% | +264.2% |
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