+317.2%
PTC vs IBN
+368.7%
-51.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.2% | -0.1% |
| 7D | +0.8% | +14.6% | -13.8% | -3.7% |
| 30D | +0.7% | +23.5% | -22.8% | -6.2% |
| 3M | +32.6% | +14.0% | +18.6% | +26.8% |
| 6M | +33.6% | +31.1% | +2.4% | +21.8% |
| YTD | +12.4% | +16.6% | -4.1% | +6.2% |
| 1Y | +11.2% | +14.9% | -3.7% | +5.5% |
| 3Y | +31.7% | +56.9% | -25.2% | +11.3% |
| 5Y | +60.1% | +69.7% | -9.6% | +30.6% |
| 10Y | +317.2% | +365.4% | -48.2% | +155.6% |
| All | +317.2% | +368.7% | -51.5% | +155.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling