-48.5%
PODD vs PTC
+0.1%
-48.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +6.0% | +6.4% |
| 7D | +10.8% | +0.1% | +10.7% | +10.8% |
| 30D | +21.7% | +1.5% | +20.2% | +21.2% |
| 3M | -1.1% | +37.8% | -38.8% | -9.7% |
| 6M | -3.7% | +41.2% | -45.0% | -13.7% |
| YTD | -41.9% | +12.0% | -54.0% | -46.4% |
| 1Y | -48.5% | +1.6% | -50.1% | -52.8% |
| All | -48.5% | +0.1% | -48.6% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling