+101.3%
PSA vs PTC
+196.2%
-94.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.8% |
| 7D | -2.2% | -13.6% | +11.3% | -0.1% |
| 30D | -9.6% | -14.7% | +5.1% | -7.5% |
| 3M | -7.9% | -5.9% | -2.0% | -7.5% |
| 6M | -2.0% | -21.1% | +19.1% | +1.0% |
| YTD | +15.7% | -26.0% | +41.8% | +20.3% |
| 1Y | +5.8% | -36.8% | +42.6% | +12.6% |
| 3Y | +21.6% | -10.3% | +31.8% | +20.9% |
| 5Y | +13.1% | +1.2% | +12.0% | +9.0% |
| 10Y | +101.3% | +198.3% | -97.0% | +72.9% |
| All | +101.3% | +196.2% | -94.9% | +72.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling