-7.2%
PTC vs MDY
+51.1%
-58.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -5.0% |
| 7D | -12.8% | +1.0% | -13.8% | -13.4% |
| 30D | -9.8% | -3.1% | -6.7% | -7.8% |
| 3M | -2.1% | +1.8% | -3.9% | -3.9% |
| 6M | -18.1% | +10.8% | -28.9% | -25.3% |
| YTD | -23.5% | +14.4% | -37.9% | -32.3% |
| 1Y | -37.4% | +15.2% | -52.6% | -44.8% |
| 3Y | -7.2% | +51.2% | -58.4% | -34.2% |
| All | -7.2% | +51.1% | -58.3% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling