+198.3%
PTC vs IBN
+312.2%
-113.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.7% |
| 7D | -13.6% | -5.1% | -8.5% | -12.1% |
| 30D | -14.7% | -3.5% | -11.1% | -13.7% |
| 3M | -5.9% | +11.3% | -17.2% | -9.2% |
| 6M | -21.1% | +4.4% | -25.6% | -22.5% |
| YTD | -26.0% | -1.8% | -24.2% | -26.0% |
| 1Y | -36.8% | -8.0% | -28.8% | -35.6% |
| 3Y | -10.3% | +27.1% | -37.3% | -18.5% |
| 5Y | +1.2% | +54.5% | -53.3% | -14.5% |
| 10Y | +198.3% | +314.2% | -115.9% | +92.3% |
| All | +198.3% | +312.2% | -113.9% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IBN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling