+64.8%
BE vs PTC
+10.6%
+54.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.2% | +13.2% | +12.9% |
| 7D | +4.5% | +0.5% | +4.0% | +4.7% |
| 30D | -20.1% | +0.9% | -21.0% | -20.0% |
| 3M | -0.8% | +30.4% | -31.2% | +8.7% |
| 6M | -26.2% | +34.4% | -60.6% | -11.5% |
| YTD | +141.1% | +12.6% | +128.5% | +226.8% |
| 1Y | +64.8% | +10.2% | +54.7% | +136.9% |
| All | +64.8% | +10.6% | +54.2% | +136.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling