+198.3%
PTC vs BIDU
-50.6%
+248.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | -13.6% | -2.4% | -11.1% | -13.1% |
| 30D | -14.7% | -16.0% | +1.3% | -11.6% |
| 3M | -5.9% | -24.0% | +18.1% | -0.5% |
| 6M | -21.1% | -24.9% | +3.7% | -17.3% |
| YTD | -26.0% | -29.6% | +3.6% | -21.9% |
| 1Y | -36.8% | -15.2% | -21.7% | -37.1% |
| 3Y | -10.3% | -32.2% | +21.9% | -9.0% |
| 5Y | +1.2% | -43.8% | +44.9% | +0.3% |
| 10Y | +198.3% | -49.5% | +247.7% | +155.8% |
| All | +198.3% | -50.6% | +248.9% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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