+10.2%
PTC vs BR
-12.6%
+22.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | +0.8% | -1.3% | +2.1% | +1.6% |
| 30D | +1.2% | +13.7% | -12.5% | -7.1% |
| 3M | +32.6% | +13.8% | +18.8% | +21.8% |
| 6M | +36.1% | +29.7% | +6.4% | +15.5% |
| YTD | +12.7% | -12.6% | +25.3% | +17.8% |
| 1Y | +10.2% | -12.4% | +22.6% | +15.1% |
| All | +10.2% | -12.6% | +22.8% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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