+312.4%
PTC vs BB
+24.8%
+287.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.0% | +0.5% |
| 7D | +0.8% | +9.0% | -8.1% | -0.4% |
| 30D | +1.2% | +7.7% | -6.5% | -0.3% |
| 3M | +32.6% | +4.0% | +28.6% | +30.7% |
| 6M | +36.1% | +46.6% | -10.5% | +24.7% |
| YTD | +12.7% | +140.6% | -128.0% | -5.1% |
| 1Y | +10.2% | +103.1% | -93.0% | -5.0% |
| 3Y | +29.4% | +150.5% | -121.1% | +2.8% |
| 5Y | +61.1% | -15.4% | +76.5% | +45.8% |
| All | +312.4% | +24.8% | +287.6% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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