-59.3%
PODD vs PTC
-38.1%
-21.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.5% | +2.0% | -1.6% |
| 7D | -4.1% | -12.8% | +8.7% | +0.5% |
| 30D | +0.8% | -9.8% | +10.6% | +4.2% |
| 3M | -6.1% | -2.1% | -4.0% | -6.4% |
| 6M | -40.0% | -18.1% | -21.9% | -38.3% |
| YTD | -49.9% | -23.5% | -26.4% | -48.3% |
| 1Y | -59.3% | -37.4% | -21.9% | -58.1% |
| All | -59.3% | -38.1% | -21.2% | -58.1% |
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 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