+559.0%
BTSG vs PTC
+9.2%
+549.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.3% | +4.5% | +4.8% |
| 7D | +3.8% | +1.3% | +2.5% | +3.6% |
| 30D | +13.7% | +1.1% | +12.6% | +13.5% |
| 3M | +18.0% | +30.1% | -12.2% | +11.9% |
| 6M | +32.2% | +34.0% | -1.8% | +24.5% |
| YTD | +93.6% | +12.8% | +80.7% | +92.8% |
| 1Y | +115.9% | +10.7% | +105.2% | +116.3% |
| All | +559.0% | +9.2% | +549.8% | +535.5% |
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