+792.3%
PH vs PTC
+204.7%
+587.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.8% | +1.6% |
| 7D | +0.4% | -12.8% | +13.2% | +6.1% |
| 30D | -10.8% | -9.8% | -1.0% | -7.4% |
| 3M | +8.5% | -2.1% | +10.5% | +7.4% |
| 6M | +3.9% | -18.1% | +22.0% | +10.5% |
| YTD | +9.4% | -23.5% | +32.9% | +19.3% |
| 1Y | +26.8% | -37.4% | +64.1% | +51.1% |
| 3Y | +140.8% | -7.2% | +148.0% | +133.1% |
| 5Y | +253.8% | +2.7% | +251.1% | +217.3% |
| 10Y | +792.3% | +203.4% | +588.9% | +351.7% |
| All | +792.3% | +204.7% | +587.6% | +351.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling