+190.7%
HAS vs PTC
+31.8%
+158.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +31.3% | +0.8% | +30.5% | +31.1% |
| 3M | +32.1% | +39.6% | -7.5% | +22.6% |
| 6M | +28.1% | +41.5% | -13.3% | +17.7% |
| YTD | +49.1% | +11.7% | +37.4% | +47.3% |
| 1Y | +60.5% | +2.4% | +58.1% | +63.0% |
| All | +190.7% | +31.8% | +158.9% | +118.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling