-37.4%
PTC vs ALHC
-14.5%
-22.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.5% |
| 7D | -12.8% | -1.0% | -11.8% | -12.8% |
| 30D | -9.8% | -6.3% | -3.5% | -9.8% |
| 3M | -2.1% | -12.3% | +10.2% | -2.0% |
| 6M | -18.1% | -27.0% | +8.9% | -17.7% |
| YTD | -23.5% | -31.8% | +8.3% | -24.2% |
| 1Y | -37.4% | -17.0% | -20.3% | -39.2% |
| All | -37.4% | -14.5% | -22.8% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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