+91.1%
PCG vs PTC
+8,796.0%
-8,704.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +5.8% | +0.8% | +5.0% | +5.8% |
| 3M | -22.8% | +39.6% | -62.3% | -25.4% |
| 6M | -18.4% | +41.5% | -59.9% | -21.6% |
| YTD | -16.9% | +11.7% | -28.6% | -18.5% |
| 1Y | -17.6% | +2.4% | -20.1% | -18.6% |
| 3Y | -20.0% | +31.9% | -51.9% | -23.2% |
| 5Y | +16.0% | +54.5% | -38.5% | +9.4% |
| 10Y | -76.7% | +342.1% | -418.8% | -79.9% |
| All | +91.1% | +8,796.0% | -8,704.9% | +7.2% |
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