+6,127.6%
HON vs PTC
+8,866.4%
-2,738.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -0.4% | +0.5% | -0.9% | -0.4% |
| 30D | +8.6% | +0.9% | +7.7% | +8.4% |
| 3M | -0.8% | +30.4% | -31.2% | -6.4% |
| 6M | -0.1% | +34.4% | -34.5% | -6.8% |
| YTD | +12.8% | +12.6% | +0.2% | +8.1% |
| 1Y | +10.4% | +10.2% | +0.2% | +6.3% |
| 3Y | +30.5% | +29.4% | +1.1% | +21.1% |
| 5Y | +15.0% | +63.7% | -48.8% | +1.5% |
| 10Y | +160.5% | +316.9% | -156.4% | +91.3% |
| All | +6,127.6% | +8,866.4% | -2,738.8% | +2,336.1% |
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