+206.0%
PTC vs IBN
+1,726.4%
-1,520.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -3.9% | -1.0% |
| 7D | -0.2% | +15.1% | -15.3% | -4.3% |
| 30D | +0.8% | +21.6% | -20.9% | -4.9% |
| 3M | +32.1% | +11.2% | +20.9% | +27.9% |
| 6M | +42.6% | +27.8% | +14.9% | +32.5% |
| YTD | +12.0% | +14.7% | -2.7% | +7.0% |
| 1Y | +12.2% | +14.4% | -2.3% | +7.2% |
| 3Y | +31.2% | +52.1% | -20.9% | +14.4% |
| 5Y | +54.9% | +70.7% | -15.8% | +30.1% |
| 10Y | +343.1% | +385.5% | -42.4% | +159.8% |
| All | +206.0% | +1,726.4% | -1,520.4% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling