+316.9%
PTC vs MDY
+173.8%
+143.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.9% |
| 7D | +0.5% | +0.2% | +0.3% | +0.1% |
| 30D | +0.9% | +2.1% | -1.2% | -1.3% |
| 3M | +30.4% | -3.6% | +34.0% | +34.4% |
| 6M | +34.4% | +1.7% | +32.7% | +31.0% |
| YTD | +12.6% | +13.8% | -1.2% | -1.6% |
| 1Y | +10.2% | +15.5% | -5.3% | -5.1% |
| 3Y | +29.4% | +58.3% | -29.0% | -17.4% |
| 5Y | +63.7% | +37.4% | +26.3% | +18.9% |
| 10Y | +316.9% | +171.0% | +145.9% | +59.9% |
| All | +316.9% | +173.8% | +143.1% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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