+4,324.2%
HAS vs PTC
+8,796.0%
-4,471.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +31.2% |
| 3M | +32.1% | +39.6% | -7.5% | +24.7% |
| 6M | +28.1% | +41.5% | -13.3% | +20.1% |
| YTD | +49.1% | +11.7% | +37.4% | +44.5% |
| 1Y | +60.5% | +2.4% | +58.1% | +57.5% |
| 3Y | +183.9% | +31.9% | +151.9% | +166.9% |
| 5Y | +51.2% | +54.5% | -3.3% | +38.0% |
| 10Y | +105.3% | +342.1% | -236.8% | +58.8% |
| All | +4,324.2% | +8,796.0% | -4,471.8% | +1,564.3% |
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