+8,817.5%
PTC vs CASY
+33,031.0%
-24,213.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.2% | +1.1% | -1.3% | -0.6% |
| 30D | +0.8% | +8.7% | -7.9% | -1.9% |
| 3M | +32.1% | -17.3% | +49.4% | +39.1% |
| 6M | +42.6% | -19.7% | +62.4% | +49.4% |
| YTD | +12.0% | +24.8% | -12.9% | +1.5% |
| 1Y | +12.2% | +31.9% | -19.7% | -0.3% |
| 3Y | +31.2% | +155.4% | -124.2% | -7.6% |
| 5Y | +54.9% | +250.6% | -195.7% | -2.7% |
| 10Y | +343.1% | +556.8% | -213.7% | +117.9% |
| All | +8,817.5% | +33,031.0% | -24,213.5% | +1,257.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 all: compounded portfolio wealth divided by compounded CASY 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…
all analysis · Full analysis span regression · 6 months rolling