-36.8%
PTC vs BB
+100.8%
-137.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.2% |
| 7D | -13.6% | +1.8% | -15.4% | -13.7% |
| 30D | -14.7% | -12.2% | -2.4% | -14.1% |
| 3M | -5.9% | -12.3% | +6.4% | -6.9% |
| 6M | -21.1% | +122.7% | -143.8% | -33.3% |
| YTD | -26.0% | +104.5% | -130.5% | -36.7% |
| 1Y | -36.8% | +106.7% | -143.5% | -45.3% |
| All | -36.8% | +100.8% | -137.6% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling