+226.1%
PODD vs PTC
+204.7%
+21.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.5% | +2.0% | -1.1% |
| 7D | -4.1% | -12.8% | +8.7% | +1.8% |
| 30D | +0.8% | -9.8% | +10.6% | +5.2% |
| 3M | -6.1% | -2.1% | -4.0% | -6.0% |
| 6M | -40.0% | -18.1% | -21.9% | -35.1% |
| YTD | -49.9% | -23.5% | -26.4% | -44.4% |
| 1Y | -59.3% | -37.4% | -21.9% | -50.9% |
| 3Y | -17.2% | -7.2% | -10.0% | -20.3% |
| 5Y | -53.0% | +2.7% | -55.7% | -57.8% |
| 10Y | +226.1% | +203.4% | +22.7% | +42.8% |
| All | +226.1% | +204.7% | +21.4% | +42.8% |
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 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