+641.7%
BE vs PTC
+104.8%
+536.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.6% |
| 7D | -13.4% | +1.3% | -14.6% | -14.1% |
| 30D | -33.9% | +1.1% | -35.0% | -34.3% |
| 3M | -12.0% | +30.1% | -42.1% | -32.4% |
| 6M | -29.0% | +34.0% | -63.0% | -49.7% |
| YTD | +113.4% | +12.8% | +100.6% | +67.7% |
| 1Y | +33.2% | +10.7% | +22.4% | +7.3% |
| 3Y | +1,659.2% | +29.6% | +1,629.6% | +1,115.4% |
| 5Y | +461.4% | +63.5% | +397.8% | +220.4% |
| All | +641.7% | +104.8% | +536.9% | +178.5% |
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 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