-10.0%
PTC vs BNS
+127.2%
-137.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.1% |
| 7D | -13.6% | -1.3% | -12.3% | -13.3% |
| 30D | -14.7% | +4.0% | -18.7% | -15.4% |
| 3M | -5.9% | +13.8% | -19.7% | -9.3% |
| 6M | -21.1% | +32.7% | -53.8% | -27.9% |
| YTD | -26.0% | +27.6% | -53.6% | -31.6% |
| 1Y | -36.8% | +47.4% | -84.2% | -44.9% |
| All | -10.0% | +127.2% | -137.2% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BNS 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling