+59.1%
DAL vs PTC
+10.9%
+48.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +10.7% | +1.3% | +9.4% | +10.7% |
| 30D | +12.5% | +1.1% | +11.4% | +12.5% |
| 3M | +3.6% | +30.1% | -26.5% | +3.5% |
| 6M | +26.7% | +34.0% | -7.3% | +27.4% |
| YTD | +34.3% | +12.8% | +21.5% | +48.8% |
| 1Y | +59.1% | +10.7% | +48.4% | +78.2% |
| All | +59.1% | +10.9% | +48.2% | +78.2% |
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 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