-28.5%
PTC vs AHR
+357.7%
-386.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.1% |
| 7D | -13.6% | -4.3% | -9.2% | -13.2% |
| 30D | -14.7% | -3.1% | -11.6% | -14.4% |
| 3M | -5.9% | +15.7% | -21.6% | -7.2% |
| 6M | -21.1% | +4.1% | -25.2% | -21.5% |
| YTD | -26.0% | +15.4% | -41.4% | -27.4% |
| 1Y | -36.8% | +28.0% | -64.8% | -39.3% |
| All | -28.5% | +357.7% | -386.2% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling