+2.7%
PTC vs MDY
+47.1%
-44.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -5.0% |
| 7D | -12.8% | +1.0% | -13.8% | -13.5% |
| 30D | -9.8% | -3.1% | -6.7% | -7.4% |
| 3M | -2.1% | +1.8% | -3.9% | -4.2% |
| 6M | -18.1% | +10.8% | -28.9% | -26.1% |
| YTD | -23.5% | +14.4% | -37.9% | -33.1% |
| 1Y | -37.4% | +15.2% | -52.6% | -45.6% |
| 3Y | -7.2% | +51.2% | -58.4% | -37.9% |
| 5Y | +2.7% | +47.2% | -44.6% | -29.3% |
| All | +2.7% | +47.1% | -44.5% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling