+251.1%
EQX vs PTC
+59.4%
+191.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +4.9% | +2.4% |
| 7D | +1.7% | -13.6% | +15.3% | +5.0% |
| 30D | +11.1% | -14.7% | +25.7% | +14.9% |
| 3M | +23.1% | -5.9% | +29.0% | +23.8% |
| 6M | -21.8% | -21.1% | -0.7% | -18.2% |
| YTD | -8.1% | -26.0% | +17.9% | -2.6% |
| 1Y | +29.7% | -36.8% | +66.5% | +42.7% |
| 3Y | +179.9% | -10.3% | +190.2% | +173.4% |
| 5Y | +82.5% | +1.2% | +81.3% | +69.7% |
| All | +251.1% | +59.4% | +191.8% | +228.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling