+1,010.1%
MDB vs PTC
+122.0%
+888.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.5% | +2.1% | +1.0% |
| 7D | -18.0% | -12.8% | -5.2% | -8.4% |
| 30D | -10.7% | -9.8% | -0.9% | -2.7% |
| 3M | +1.0% | -2.1% | +3.0% | +0.7% |
| 6M | +31.6% | -18.1% | +49.7% | +53.1% |
| YTD | -15.2% | -23.5% | +8.3% | +4.3% |
| 1Y | +10.1% | -37.4% | +47.5% | +57.7% |
| 3Y | -5.6% | -7.2% | +1.6% | -3.6% |
| 5Y | -24.5% | +2.7% | -27.2% | -26.6% |
| All | +1,010.1% | +122.0% | +888.1% | +600.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling