+81.2%
EQX vs PTC
+0.6%
+80.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -4.9% | -5.0% |
| 7D | -7.0% | -14.2% | +7.2% | -3.8% |
| 30D | +4.8% | -14.4% | +19.3% | +8.4% |
| 3M | +25.6% | -4.7% | +30.3% | +26.0% |
| 6M | -25.8% | -19.3% | -6.5% | -22.5% |
| YTD | -12.7% | -26.1% | +13.4% | -6.9% |
| 1Y | +14.1% | -37.1% | +51.1% | +27.2% |
| 3Y | +165.7% | -10.4% | +176.1% | +151.5% |
| 5Y | +81.2% | +2.5% | +78.8% | +50.5% |
| All | +81.2% | +0.6% | +80.6% | +50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling