+63.3%
PTC vs BTG
+30.0%
+33.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +0.5% | -9.1% | +9.6% | +1.4% |
| 30D | +1.2% | -1.6% | +2.8% | +1.2% |
| 3M | +27.4% | -2.8% | +30.2% | +27.2% |
| 6M | +39.2% | -7.6% | +46.8% | +39.5% |
| YTD | +12.5% | +10.2% | +2.3% | +8.9% |
| 1Y | +12.3% | +21.3% | -9.0% | +7.1% |
| 3Y | +28.8% | +82.7% | -53.9% | +12.4% |
| All | +63.3% | +30.0% | +33.3% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling