+330.1%
PTC vs DAR
+268.8%
+61.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -0.2% | -9.9% | +9.7% | +2.5% |
| 30D | +0.8% | -16.4% | +17.1% | +5.3% |
| 3M | +32.1% | -17.1% | +49.2% | +37.6% |
| 6M | +42.6% | -20.5% | +63.1% | +49.7% |
| YTD | +12.0% | +39.4% | -27.4% | 0.0% |
| 1Y | +12.2% | +57.2% | -45.1% | -3.4% |
| 3Y | +31.2% | +13.9% | +17.4% | +17.6% |
| 5Y | +54.9% | -40.8% | +95.7% | +66.3% |
| All | +330.1% | +268.8% | +61.4% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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