+317.2%
PTC vs BUD
-8.7%
+325.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | +0.8% | +1.3% | -0.5% | +0.3% |
| 30D | +0.7% | +10.0% | -9.3% | -2.6% |
| 3M | +32.6% | +1.6% | +31.0% | +31.7% |
| 6M | +33.6% | +6.5% | +27.1% | +30.2% |
| YTD | +12.4% | +34.8% | -22.4% | +0.2% |
| 1Y | +11.2% | +36.5% | -25.2% | -1.4% |
| 3Y | +31.7% | +49.0% | -17.3% | +10.1% |
| 5Y | +60.1% | +51.7% | +8.4% | +30.2% |
| 10Y | +317.2% | -7.5% | +324.7% | +270.2% |
| All | +317.2% | -8.7% | +325.9% | +270.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling